Lynn A. Newman | Sherman Oaks, CA

Clarity. Direction. Confidence.

Straightforward Financial Guidance to Help You Build & Protect Your Wealth

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Life is Too Short to Make Things Complicated

The more successful you become, the less time you have to think about your financial details. In the middle of your busy life, you want to know that your wealth is helping you establish a secure and exciting future, but oftentimes, the more your wealth grows, the more complex things become—and you just want to know that you’re on the right track.

We believe life is too short to make things complicated. We’ve made it our mission to empower driven, successful people to make wise financial decisions so they can stop wondering about their money and live their life with confidence. As your fiduciary advisor, our job is to make sure you have every opportunity to do what’s best for you and your goals. We spend time discussing your objectives, risk tolerance, and vision for the future so that we can help you understand your planning options. Ultimately, we want to get to know you so that you can get to know your money—from there, we’ll guide you in the right direction to make sure your wealth is protected and that you’re taking advantage of opportunities that align with your goals. And in the end, you have the power to make the decision that’s best for you.

As you work with us, we welcome every request for help. Whether you have a concern about your account or you need a recommendation for a specific service—we believe there is no question too simple or problem too small to deserve honest guidance. We want you to be in control of your future, and we believe that begins with knowledge and understanding. So whatever you need to make the most of your life—that’s what we’re here for.

Core Principles

Protection

Progress

Privacy

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Our Fiduciary Promise

As a Certified Financial Planner®, Lynn is dedicated to upholding a fiduciary standard when we manage your finances. But what does that word actually mean? As a fiduciary, we’re legally obligated to protect your best interest above our own—both when we give you advice and when we manage assets on your behalf. We will always do what’s best for you, no matter how it affects us. And for us, that standard is not only protected by the law, but part of who we are.

Our Expertise

We're passionate about helping people find the balance between living their lives to the fullest now, while also being well prepared for the future. Whether you've done some planning or none at all, we'll meet you where you are and help you pave a path forward with confidence. Click below to learn about some of the typical ways we serve our clients.