Michelet Financial brings Fortune-500 financial discipline to Los Angeles families and business owners - investment advisory, wealth management, tax planning, and retirement strategy under one roof, with transparent flat fees.
Los Angeles entrepreneurs, creatives, and high earners face steep California taxes and benefit most from integrated tax-and-investment planning.
Portfolio strategy aligned to your goals and risk - diversified, low-cost, reviewed regularly. Serving Los Angeles investors and Los Angeles County.
Comprehensive planning for Los Angeles households and business owners: cash flow, estate coordination, and tax-efficient growth.
Year-round tax strategy - loss harvesting, entity structure, retirement contributions - coordinated with your investments.
401(k), IRA, and exit/valuation planning for Los Angeles professionals and owners preparing for the next chapter.
From Santa Monica founders to Pasadena families, LA clients get fee-transparent advice coordinated with their tax picture.
Yes - we work with clients throughout Los Angeles and the surrounding Greater Los Angeles, in person and virtually.
We put transparency first - clear, flat-fee pricing with no hidden commissions, so advice stays aligned with your interests.
Call (225) 396-5511 for a free consultation. We will review your situation and map a plan.
Call (225) 396-5511 today.
Michelet Financial serves clients nationwide — financial advisor & wealth management in:
Local Insight
Los Angeles spans entertainment, tech, trade, and a vast small-business and creative economy across the metro. Creatives and business owners with variable income need cash-flow and tax planning built around irregular earnings.
California's high state income tax makes tax-efficient investing and retirement strategy essential for LA earners. That is exactly why a one-size-fits-all approach falls short here. We combine investment management with year-round tax strategy under one roof — led directly by Brandt Michelet — so every decision for our Los Angeles, CA clients is made with its tax impact in view, not as an afterthought at filing time.
Whether you are an employee with equity compensation, a business owner planning an exit, or a household building toward retirement, we map a clear, fee-transparent plan and revisit it as your situation changes. Your first consultation is free.