A complete list of active advisors currently associated with Wright Financial, LLC

Warmer can help you find a great advisor at Wright Financial, LLC or one who fits your needs even better.

Wright Financial provides personalized financial planning and investment management to individuals, trusts, estates and small businesses, managing about $76 million for roughly 120 clients. The firm offers comprehensive planning services (cash flow, tax, retirement, education and estate work) and also facilitates purchases of commissionable products and insurance when deemed suitable. The firm manages client assets on a primarily non‑discretionary basis, documenting goals with an Expectations Questionnaire and an Investment Policy Statement and obtaining client approval prior to trades. Its investment process is grounded in Modern Portfolio Theory with a core‑and‑satellite asset allocation using mutual funds, ETFs and variable insurance subaccounts, and it uses Monte Carlo simulation for retirement distribution analysis and conducts at least quarterly reviews. Distinctive operational features include that the advisor is also a registered representative of a broker‑dealer and a licensed insurance agent, which the firm discloses and addresses through prospectus receipts and suitability documentation when recommending commissionable products. The firm runs periodic, no‑cost educational seminars for IMS clients and has an explicit practice of waiving an account’s IMS fee for the year following receipt of sponsor compensation for that account; it reports that compensation from sponsors does not exceed half of firm revenue.

To learn more about the advisors currently working at Wright Financial, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Matthew Wright	Pleasant Hill, CA	27

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