Wealth Management in Fresno, CA

I was looking for Regency Investment Advisors — am I in the right place?

Yes. Regency Investment Advisors is now part of Plancorp, a fee‑only wealth management firm. The Regency team you know is here, and you can continue to reach them as you always have. If you have any questions or need assistance, you’re welcome to contact our main office at (559) 438-2640.

Do you work with only local clients?

Plancorp values the relationships we have with clients all over the country. Our headquarters is located in St. Louis, MO, and we have a regional office in Fresno, CA. We also have team members in other markets including Nashville, TN; San Francisco, CA, Chicago, IL and Sarasota, FL. We often travel to meet out-of-town clients in person, and as strong believers in using new technology to facilitate client interactions, we’re also reachable via phone, email and videoconferencing.

How would you invest my assets?

Nearly 40 years of academic research—which includes Nobel Prize-winning work—has shown that traditional active money managers fail to consistently outperform the market. So, rather than adhering to the Wall Street approach of making investment decisions based on conjecture (and advisors who push commissioned products), we combine practical investment strategies with solid academic research. Our investment philosophy concentrates on creating globally diversified portfolios, which we constantly monitor to maintain their agreed upon asset allocation and never trade in response to speculation or o

What can I expect in a client relationship?

Each of our clients has a dedicated team of advisors made up of a Wealth Manager, a Planning Associate and a Client Service Representative. You’ll meet at least annually with the members of your specific team, and we may also pull in other specialists, depending on your personal needs. No matter with whom you meet, you will hear a consistent message from our team. We all agree on the best ways to deal with our clients’ planning needs. We all agree on the investment style we recommend. And we all provide impartial advice that is free from hidden financial incentives.

What makes you different from other advisors?

We believe in maintaining transparency with our clients and focus on prioritizing their interests ahead of our own. This philosophy has served us well, as we have built long-lasting relationships with clients across the country over more than 40 years of business. As a client of Plancorp, there are no hidden fees or agendas, just a life advocate who is looking out for what’s best for you and your family.

I have more questions.

For our full list of frequently asked questions, click here.