A Family Firm Serving Families
We are a family-run firm serving families in our local community and across the nation.Learn More
We Are Full-Service
We offer comprehensive wealth management services with a focus on values.Learn More
We want our clients to trust us for our professional knowledge, integrity, and personalized service.Learn More
Values-Based Financial Planning & Wealth Management
For many people, confidently building, managing, and preserving wealth is no easy task. Integrating your personal values into a financial strategy can prove even more difficult. At Hansch Financial Group, we seek to help you create a financial roadmap that holistically addresses your entire picture, from your deepest fears to your strongest values.
David Hansch and John Hansch hold 60 years of combined Financial Planning and Wealth Management experience in a second generation of family. Today, we remain committed to helping you improve your long-term financial success. With a focus on the values-based financial planning process, we believe we can design a personalized strategy that guides you from where you are today to where you want to go. Working closely with clients, our greatest satisfaction comes from helping individuals, families, and business owners grow, conserve, and distribute their wealth so they can focus on their greatest passions in life.
Based in Southern California, we have offices in San Juan Capistrano and Del Mar Heights, and a majority of our clients are locally based in South Orange County and North County Coastal San Diego. As a web-based firm, we leverage a number of advanced technology platforms and can work with clients across the country.