Founded in 2011 by Daniel E. Romero, Romero Wealth Management, Inc. is an independent, fee-only Registered Investment Advisory (RIA) firm dedicated to providing personalized financial planning and wealth management. The firm operates under a fiduciary standard, meaning they are legally obligated to act in their clients' best interests. Their services encompass investment management, retirement planning, estate planning, and tax strategies, tailored to help individuals, families, and business owners achieve their long-term financial goals.

Founded in

United States