Business Details
22 Years
experience
Trusted Financial Advisers in San Diego
Sexton Advisory Group is a dedicated financial advisory firm serving clients in San Diego, Riverside counties, and nationwide. With over 17 years of experience, our team employs an ensemble approach, collaborating with CPAs, attorneys, and portfolio managers to deliver comprehensive wealth optimization strategies. Our Four Dimensional Review methodology addresses tax efficiency, income analysis, risk management, and future decision-tree planning to help clients navigate complex financial landscapes.We specialize in retirement planning, estate preservation, and tax strategies, prioritizing client education and personalized solutions. Our commitment to transparency and client-centric service positions us as trusted partners in long-term financial success.
Services
Wealth Management
Tax Planning
Retirement Planning
Estate Planning
Estate Transitioning
Details
- Year established: 2004
Highlights and features
- We offer 17+ years of specialized expertise in retirement and estate planning.
- Our ensemble approach integrates CPAs, attorneys, and investment professionals.
- Four Dimensional Review methodology optimizes tax efficiency and risk management.
- Nationwide service with localized market knowledge in Southern California.
- Free initial consultation to assess individual financial needs and goals.
Services
Wealth Management
Our wealth management services combine portfolio analysis with strategic tax planning to optimize asset growth. We collaborate with Kinetic Investment Management to provide institutional-grade solutions tailored to individual risk profiles and long-term objectives. This service helps clients build diversified investment portfolios aligned with their financial goals.
Tax Planning
Through advanced tax analysis and compliance strategies, we help clients minimize liabilities while maximizing deductions. Our Four Dimensional Review identifies phantom income risks and implements tax-deferral opportunities. This service includes preparation, forecasting, and software tools to enhance tax efficiency across investment portfolios.
Retirement Planning
Our holistic retirement planning addresses both accumulation and distribution phases. We develop customized income strategies that account for inflation risks and longevity factors. The service includes asset allocation guidance and dynamic budgeting tools to ensure sustainable income throughout retirement years.
Estate Planning
We create comprehensive estate plans covering wills, trusts, and beneficiary designations to protect client assets. Our strategies address both predictable and unforeseen circumstances through customized preservation techniques. This service ensures smooth wealth transfer while minimizing probate complications.
Estate Transitioning
Our estate transitioning service facilitates smooth intergenerational asset transfer for family holdings. We develop proactive plans for real estate, personal property, and business succession. This service helps families create legally sound frameworks for future implementation during transitional life events.
People
Steve Sexton
Founder
Steve Sexton founded the advisory group after 8 years in international business development and 17+ years in financial services. A Pepperdine University graduate, he hosts the 'Saving with Steve' podcast and has been featured in major financial media outlets.
Questions
What financial services do you specialize in?
We specialize in wealth management, tax planning, retirement strategies, and estate planning services tailored to individual client needs.
How does your Four Dimensional Review® work?
This proprietary process analyzes tax exposure, income efficiency, risk tolerance, and future financial decisions to create comprehensive strategies.
Do you serve clients outside San Diego?
Yes, we provide financial advisory services to clients nationwide while maintaining local expertise in Southern California markets.
What is estate transitioning planning?
This service helps families create structured plans for transferring real estate, business assets, and personal property between generations.
Is there a minimum investment requirement?
We focus on personalized solutions for various financial situations - contact us for specific details about your circumstances.
Reviews (1)
Madonna Saulsberry
Aug 15, 2019
Report
've worked with Steve and Sexton Advisory Group, Inc since 2007. He helped me put together my finances and retirement after my husband passed away. Through the years he help with reducing taxes on the sale of rental properties, estate taxes. Guided me through my investment so that I don't lose principle. I have found Steve to be very easy to talk too. He makes complicated things easy to understand.
I have referred many family members and friends over the years. They are very happy with the service their receiving from Steve. I would highly recommend Steve to anyone whom is looking for tax and retirement
I have referred many family members and friends over the years. They are very happy with the service their receiving from Steve. I would highly recommend Steve to anyone whom is looking for tax and retirement
