Laguna Wealth Advisors, LLC is a Registered Investment Advisor (RIA) firm based in Orange County, California. As a fiduciary, the company is legally obligated to act in its clients' best interests. It operates on a fee-only basis, meaning it is compensated solely by its clients and does not accept commissions or other payments from third parties for product sales. The firm specializes in creating personalized financial strategies for individuals and families, covering services such as investment management, retirement planning, and estate planning, with a stated mission to provide objective guidance to help clients achieve their financial goals.

Founded in

United States