Calabasas, CA Office

Ares Financial Consulting serves individuals and families as well as small businesses, retirement plans, trusts, estates, and charitable organizations. The firm provides comprehensive financial planning and discretionary portfolio management through tiered Family Wealth Services, plus small business consulting, corporate retirement plan consulting, limited-scope engagements, and investment-only options.

The firm applies a long-term, diversified investment approach grounded in Modern Portfolio Theory, typically using mutual funds and ETFs and customized investment policy statements to align portfolios with client goals. Rather than relying solely on the percentage-of-assets model common among peers, Ares typically uses a value-based, flat-dollar pricing approach and deploys model portfolios and third‑party platforms (including automated sub-advisors) where appropriate.

Ares is notable among similar firms for offering educational seminars and workshops and for its wholly owned insurance affiliate, Ares Financial & Insurance Services (AresFIS), which may broker group and individual insurance as a separate service with disclosed conflict management. The firm also integrates business-focused services — such as payroll support, benefits enrollment assistance, and business coaching at its highest service tier — and accepts referred clients managed through a third‑party technology platform.