Financial Planners in Newport Beach

“The best of the best! Intelligent advice from people with integrity and a genuine commitment to their clients. Top notch wealth management group who, in my experience, have an exceptional track record making smart investment choices.with an excellent track record.“

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“Claire is both knowledgeable and personable. I'm not a long time client, but so far I'm very satisfied.“

“Just finished another review with Scott and Jerry. I couldn’t be happier. It’s been 10 years working together, exceeding my expectations.“

“I’m with Beacon Pointe because of one reason, Dylan MacDonald.

I have had very reputable financial advisors in the past, and I firmly attest, that not one of them offered the level of service and personal attention that Dylan maintains with me all year long.  That’s right…all year!

When I decided to fully retire, Dylan and his team held multiple meetings among themselves, and with me, to review my projected financial success.  Each meeting I had with Dylan was a perfect example of tremendous patience and understanding.  I asked his team to run the numbers depicting several different scenarios in regard to my portfolio.  I asked the same questions at least five different ways.  By the time I came to a decision, I felt totally confident that we left no rock un-turned.

My best friend as well as my sister are Dylan’s clients. They too, are extremely satisfied with Dylan’s performance. We can’t imagine anyone else managing our financial affairs.  You couldn’t ask for a more dedicated, knowledgable, diligent, and genuinely caring financial advisor to have your back.

I’m a New Yorker.  I don’t tell you ... I like your shoes ... just to make you feel good.  When I say something I mean it.  If you are looking for a sincerely solid financial advisor, call Dylan MacDonald and you will be writing one of these heartfelt reviews yourself!“