Van Hulzen Financial Advisors
Trusted Advisors Providing Elegant Investment Solutions
Van Hulzen Financial Advisors stands apart by cultivating close , caring relationships with clients , creating customized , elegant financial solutions and working as a team . In addition , Van Hulzen offers specialty solutions for families with members with special needs .
Founded in 1998 , the firm has grown to 18 teammates and $ 1.4 billion AUM , serving clients throughout the West with a focus on the communities east of Sacramento . The firm also supports business owners on company transitions , tax efficiency , retirement planning and estate plans .
“ Clients know we are on their team ,” says Nathan Torinus , CEO and Financial Advisor . “ Many firms offer financial advice , but we take the time and effort to earn a client ’ s trust by paying attention to life ’ s great events and small details so we can plan life-shaped solutions . We build an income , saving , investment and spending plan that achieves their goals .”
The firm features specialty services to support families who have children with developmental disabilities . Few advisory firms offer these services , so Van Hulzen is prepared to serve families from outside the region . Rhett Beal , Vice President and Financial Advisor , has a passion for service and personally knows the struggles of families with special needs . With deep knowledge of the legal landscape and available resources , Van Hulzen helps these families live better lives .
Van Hulzen ’ s local decision-making and high-touch service model — something clients might expect from a smaller boutique financial planning firm — are combined with a wide range of elegant investment solutions not found even at large investment institutions . “ We tailor investment solutions clients feel comfortable with ,” Torinus says . “ Often , that means combining our core asset allocation model with proprietary long-only
“ Many firms offer financial advice , but we take the time and effort to earn a client ’ s trust by paying attention to life ’ s great events and small details so we can plan life-shaped solutions .”
— Nathan Torinus , CEO
equity and / or options solutions to build a truly custom portfolio for clients .”
Looking ahead , Van Hulzen is executing plans to improve its services and grow while putting the focus on clients first .
4370 Town Center Blvd , Suite 220 El Dorado Hills , CA 95762 916-461-8950 www . Vfinancialadvisors . com
Investment advisory services provided by Van Hulzen Asset Management , LLC dba “ Van Hulzen Financial Advisors ”. Investing involves risks , including the potential for loss of principal . There is no guarantee that any investment plan or strategy will be successful . SPONSORED PROFILE