Mission

Our mission is to help people who built their wealth through their work keep it, grow it, and turn it into a retirement they don’t have to worry about.

Tangent Retirement is an independent advisory firm serving clients in Orange County and the San Francisco Bay Area. We were founded on a simple idea: financial advice should be direct, transparent, and delivered by the same person year after year.

Independent

We have no products to sell and no parent company to answer to. As a registered investment adviser we have a fiduciary duty to put your interests first, and every fee is disclosed in writing before you pay anything.

Direct

You get plain-language answers and a plan that covers the whole picture — investments, taxes, stock compensation, and the decisions about when to stop working and how to draw down.

Here for the long run

Retirement plans play out over decades. You work with the person who built the firm, and that doesn’t change when your situation does.