We believe that close personal attention is the key to helping you achieve your investment goals. Since 1963, we have had the good fortune of developing Client relationships that can be counted in decades, not just years or months.
A Personal Touch to Achieve Your Goals
Plan for a Strong Tomorrow
Comprehensive Wealth Management & Financial Planning
Comprehensive financial services empower you to live a life of freedom and flexibility. You will feel more confident and in control when you have a clear understanding of where you stand and where you are heading. Churchill Management is the investment advisor you can trust to help you manage your future.
Our professional team of wealth managers and Certified Financial Planners (CFP®), are ready to take on your account. We can help with optimizing and analyzing your current financial strategy.
Tax Planning Analysis*
With a complicated tax system and a number of write-off opportunities, working with your CPA, we want to help you manage your investments to get the most out of your wealth. We can also connect you with professionals who can help you plan for strategic business purchases, gifting, donations, and other aspects of the tax code that will impact your wealth management. See disclosure below.
Trust & Estate Planning Review*
Working with your Estate Planning Attorney, Churchill Management will help you implement an investment strategy that considers the various planned and unplanned events that could occur and impact your wealth. We can also help connect you with experts that will set up your estate to be preserved however you see fit. Working with your Estate Planning Attorney, we can manage your assets to help you help outline a clear path forward to achieving your legacy goals. See disclosure below.
401(k) Planning Services
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Honest Planning. Client-Focused Advising.
We believe in building relationships and bringing the personal touch to every strategy. Our clients have stuck around for decades because of our approach to client-focused wealth management.
You need someone in your corner who will truly get to know you and understand the challenges you face. We are looking at the big picture for our clients and committed to building wealth over the long term.
You achieve the best results when you look at your financial situation comprehensively. We will maintain consistent communication so you know where you are in regards to your assets, finances, and future.
Perspective You Can Count On
We are always upfront with our perspective and advice. You need a company that has no hidden agendas or incentives that could steer you slightly off course. Our main focus is on keeping our clients at the top of their game, creating a symbiotic relationship that benefits you first and foremost.
Awards
Best-in-State Wealth Advisors & America’s Top 250 Wealth Advisors
Randy Conner, President, named #1 Best-in-State Wealth Advisor for CA: Los Angeles for 2021 and #14 on the 2020 list of America’s Top Wealth Advisors.*
*Please click for disclosures.
ETF Sector Rotation Received a 5-Star Overall MorningstarTM Rating as of 12/31/20.*
Top 100 RIA Firms
Churchill Management Group ranked a 2020 Top Independent Investment Advisor by Barron’s Magazine.*
Full-Service Wealth Management Firm
With over 50 years of experience, we have a broad grasp of everything you may need for a stronger financial plan. We've worked with high net worth individuals and companies that want to pursue an RIA to help build a stronger financial future.
Our Mission
It is the mission of Churchill Management Group to build wealth for our Clients over the long term.
Executive Team
Churchill Management Group takes great pride in one of its truly unique features, a stable management team.
Find your Local Representative
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Your Trusted Independent Financial Advisors
Our team of experts is one of our most important assets and we are really proud of the financial firm we have built. Our team is always ready to assist with management, assessment, protection, and planning. Since 1963, we’ve been working with clients to build brighter futures and reach a higher potential. We take those relationships seriously and pour a lot of time into each one.
Our holistic approach and full-service capability enables us to look at the big picture for a broader approach to wealth management. We are here for the long term. Our competitive fee structure is transparent and won't have any hidden surprises.
*Financial Planning Services Disclosure
Financial Planning Services Disclosure; Churchill provides financial planning services to Clients that specifically engage Churchill for that service. The planning can include defining goals, designing a plan, assisting with implementing the plan, and evaluating and adjusting the plan over time, at the request of the client. The financial planning includes advice regarding securities investing and may include discussions of a client’s tax, insurance, employee benefits, estate planning, and other issues. Churchill, however, does not provide legal, insurance, employee benefit, estate planning, tax, or accounting advice, and the client must rely on legal, insurance, and accounting professionals for that advice and documentation.