Prudent Investors

Prudent Investors is a finance institution located at 22932 El Toro Road in Lake Forest, California, United States. With over three decades of experience, we specialize in providing financial planning and consulting services for individuals and fiduciaries. Our team helps clients make informed investment decisions to shape their futures and protect their legacies.

We offer expertise in the Uniform Prudent Investor Act (UPIA) and provide specific standards and guidelines for managing investments within a trust. Our services also cater to trustees, guardians, and conservators, helping them excel in their roles as fiduciaries. As an independent, fee-only advisor, we create personalized strategies based on each client's financial goals.

At Prudent Investors, we stay up-to-date with changes in regulations, such as updates to the SSA's In Kind Support and Maintenance Program, and provide valuable insights on special needs planning in California. Whether you are planning for a loved one with special needs or looking to optimize your Social Security benefits, our team is here to help. Visit us at our Orange County location or contact us for more information.