Reliable financial services

Give us a call and let’s talk about how we can help you manage your wealth management, personal and business financial planning, and tax services.


We strive to empower both individuals and businesses by providing timely and accurate wealth management, financial planning, and tax services in a professional and friendly environment. We are confident that we can help reduce the frustration associated with managing your finances by allowing you to delegate some of your financial stress to us. You’ll be able to turn your extra time into financial success!




Ryan DeMartini, CFP®

From coaching wrestling in high school to teaching ballroom dance while getting his finance degree at CSU Chico, Ryan has always enjoyed helping and teaching people. His passion for helping others combined with his natural affinity for numbers and puzzles is why he loves his job. Helping people in his hometown of Loomis is an added bonus because a small town is truly like a big family. When he’s not at the office you can find Ryan hanging out with friends, finding a cool new brewery, going on an adventure with his dog Angus, or at the gym.