Fiduciary Financial Advisors Helping You Secure Tomorrow Today

Your Future Just Arrived

TRANSPARENT.

AUTHENTIC.

REAL.

ADVICE.

Planning for Life’s Priceless Moments.

  • A confident woman relaxing on a garden bench surrounded by greenery, reflecting financial independence and intentional living.

    Retiring on your Terms

  • Group of diverse friends toasting at sunset, symbolizing financial freedom, connection, and enjoying the rewards of living their best life.

    Spending time doing what you Love

  • Woman business owner creating floral arrangements in her shop, representing entrepreneurial success and personalized financial planning for women.

    Growing your Business

  • Elegant coastal home with palm trees and arched entry, evoking long-term financial security and aspirational wealth goals

    Buying your Dream Home

  • Hands raising together in a circle, symbolizing community, giving back, and making a positive impact.

    Giving Back

  • Two people holding U.S. passports outdoors in a city square with historic buildings in the background, representing financial freedom, global travel, and enjoying the life you’ve built.

    Taking the Trips you Dream of

  • Joyful child at the beach with arms raised, embodying the joy of legacy planning and providing financial security for future generations.

    Building a Family

Fiduciary Financial Planning

Our clients are busy, driven professionals who want to make smart financial decisions — for today, for the next chapter, and for 20+ years down the line.

Comprehensive financial planning is for individuals, families, and business owners who are building wealth and want to make the most of every opportunity. Whether you're buying a home, growing a business, starting a family, managing equity compensation, or planning for early retirement — we help bring clarity and strategy to every part of your financial life.

Our planning-first approach helps you feel more confident in your decisions and frees up your time to focus on what you love — with the peace of mind that your finances are being managed with care, purpose, and long-term strategy.

Wealth Management

If you have over $1 million in investable assets, your advisor should do more than manage a portfolio. Our Total Wealth Management service offers integrated investment management, comprehensive financial planning, tax planning, and proactive guidance on long-term decisions — including wealth transfer, charitable giving, and major life transitions.

Rooted in fiduciary care, personalized advice, and evidence-based investing, we help simplify financial complexity, coordinate with your broader advisory team, and ensure every decision supports your long-term vision.

The result? A high-touch, trusted partnership that helps you grow, protect, and simplify your wealth — while giving you confidence in every step forward.

A succulent plant in a ceramic pot on wood table symbolizes growth and simplicity in wealth management advisory services.

Meet TARA Wealth

At TARA Wealth, we believe financial planning is about more than just numbers—it’s about people. Whether you’re a family, an individual, or a business owner, we’re here to help you feel secure, confident, and empowered to live the life you’ve worked hard to create.

Our name, TARA, represents our core values: Transparent, Authentic, Real Advice—principles that shape every decision we make. As fiduciary financial advisors, we treat our clients like family, offering honest, compassionate advice that always prioritizes your best interests.

Being fiduciaries isn’t just a legal duty—it’s a personal commitment. We founded TARA Wealth to set a higher standard for financial planning and wealth management, grounded in trust, care, and a genuine focus on doing what’s right.

With personalized financial strategies and clear communication, we’re here to help you plan for the future, manage your wealth, and achieve your goals. At TARA Wealth, it’s not just about finances — it’s about helping you live the life you deserve.

TARA Wealth financial advisors are happily located in San Diego, CA, and Durham, NC and serve clients nationally.

What Makes Us Different

Fiduciary, Always

As a Registered Investment Advisor, we’re legally obligated to act in your best interest at all times.

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Truly Comprehensive

We don’t just manage your investments, we help you navigate every part of your financial life, from planning and taxes to estate strategies and big-picture decisions.

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Values-Driven Advice

We know your name, understand your goals, and help you invest with purpose, considering both financial outcomes and the impact your money can make.

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Unbiased

As independent fiduciary advisors, we’re free from proprietary products and sales quotas, so our guidance is always what’s best for your plan.

Begin your Journey.