Company Profile

No.1

HCR Wealth Advisors

investment and financial advisory firm

Industry
Financial Services
Location
Los Angeles, California
Leadership
Greg Heller
Year Founded
1988
Company Size
11-50 employees
Data as of Publication on Aug. 11, 2020
Verified profile

HCR Wealth Advisors, founded in 1988, is an SEC-registered investment and financial advisory firm based in Los Angeles, California. HCR Wealth Advisors understands the magnitude of life’s biggest moments and is there to help guide their clients through them. The firm feels that it is their duty and privilege to educate and empower their clients to foster trust, confidence, and financial understanding. HCR Wealth Advisors work to build deep connections with clients by taking a holistic advisory approach, factoring in specific lifestyle and personal considerations to map out a client’s financial life so clients can reach their financial goals as simply and painlessly as possible.

What is a holistic advisory approach to wealth management? HCR Wealth Advisors defines this approach as refusing to be influenced by any consideration beyond the needs of their clients and their families, to maintain objectivity and integrity in all client transactions. To that end, the firm has established set rules of conduct:

  • Not accepting commissions from mutual fund companies or money managers
  • Providing proprietary strategies, but not proprietary products
  • Using an advisory model that allows guidance to be totally agnostic
  • Placing of their clients’ accounts in SIPC-insured institutions

HCR Wealth Advisors has been led by founder and CEO Greg Heller for 32 years. The firm's stated mission is to "establish lifelong relationships with... clients through education, trust, and communication. On this foundation, ...HCR Wealth Advisors provides personalized financial advice and services to help each individual reach his or her life

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