Our clients

Who We Serve

Manchester Financial works with high-net-worth individuals seeking help on the road toward a sound financial life and secure future. We provide our expertise in integrated financial planning and investment management advice to people in Southern California and across the US.

Many of our clients are:

Corporate Employees & Executives

Corporate Employees & Executives facing complex corporate benefit, 401(k), and retirement decisions.

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Retirees who need to protect and grow their hard-earned life savings.

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Business Owners and Entrepreneurs

Business Owners and Entrepreneurs who need customized pensions and sophisticated tax, estate, and financial planning.

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Families and Individuals

Families and Individuals who seek trusted advice, financial planning, and wealth transfer strategies.

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Women who are in the middle of a major financial transition such as a career change, divorce, or inheritance.

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