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A Family Firm Serving Families

We are a family-run firm serving families in our local community and across the nation.

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We Are Full-Service

We offer comprehensive wealth management services with a focus on values.

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Our Values

We want our clients to trust us for our professional knowledge, integrity, and personalized service.

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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.


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Helpful Content

Will Power

Will Power

Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.

When Heirs are Imperfect

When Heirs are Imperfect

The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.

The Investment Risk No One’s Ever Heard Of

The Investment Risk No One’s Ever Heard Of

You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.