Duthie Financial Group | Wealth Advisors | California

Focused on Your Future

We keep a watchful eye on your financial dreams.

Like a sage owl, we are fierce protectors of your financial goals. Our team has the knowledge and experience to help you plan, manage, and protect your wealth with wise decision-making and sound strategies.

Active Listeners and Guides

Helping you make sense of the financial landscape.

As keen listeners and financial educators, we share our wisdom and insights on the markets, economy, and time-tested financial planning strategies with you in an understandable way. Our approach is designed to help you confidently make more informed financial decisions.

​Meet Our Team​ 

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A Clear View of the Finances

Leading-edge technology to keep you on track.

We use RightCapital’s technology to bring you a clear, complete, and simple way to view and track your financial life. It allows you to see all your accounts in one place, so you can feel more confident about your financial future. Watch this video to learn more.

Comprehensive Planning Services

You have big plans for the future. We have a full suite of financial planning strategies to help you make it all happen.

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Retirement Income Planning

With the right plan, you can live the retirement lifestyle you envision.

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Investment Planning

Create an investment strategy that helps your money work harder for you.

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Education Planning

Plan for a brighter future for your children or grandchildren.

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Financial Trade-Offs Strategizing

Make smarter choices by mapping out your long-term goals.

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Risk Management

Secure your financial future by protecting what you have built.

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Tax Planning

Minimize the tax burdens you face now and in the future.

​See Our Services​ 

Connected to Our Community

We want to positively impact our clients and our community.

That’s why we support the causes and organizations that align with our values and our vision for a better tomorrow.

​See Who We Support