What We Do


Financial Planning

Live too long, die too soon.

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Investment Management

Customized investment solutions.

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Insurance Services

Right coverage for the lowest cost.

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Corporate Planning

Establishing & Improving 401k, 403b, & SEP IRA.

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Educational Workshops

Coaching you for financial success.

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Professional Collaboration

Put your team behind you.

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About Us


Since 1979, Investor’s Advantage Corporation has been passionate about working with individuals who are looking to achieve financial independence. By proactively planning our clients’ futures, we develop attainable goals and achievable personal benchmarks. At Investor’s Advantage Corporation we pride ourselves on our ability to build financial independence and confidence, we do this by creating transparent and efficient portfolios that strive to exceed client objectives.

Media Interviews

Celebrating 40 years in the securities and insurance industries, John Grace, Founder and President at Investor’s Advantage Corp. is frequently interviewed on nationally syndicated TV and radio programs about the economy and the markets. According to John, “Most investors were not ready for previous crashes, and they are not prepared for the next one either.”  John aims to educate investors about taking action, rather than sitting and waiting for their assets to be wiped out. Tune in here often to keep up to date.

Latest Videos

 

Latest Blogs

Too Big To Sell – Video

When considering the real state of real estate, think about the 76 million baby boomers who will be leaving their McMansions in the next twenty years. Knowing that the real estate trends follow the patterns below, where do you think home prices will go?Age 31 is when...

Focus on Your Finances Part 2

Focus on your finances: 3 ways investors can take advantage!   Diversify Your Portfolio Look For Active Management Strategies How Much Life Insurance Do You Need?

Too Big To Sell

Unlike just 15 years ago, many boomers are discovering that the large, high-end homes with their high-maintenance costs no longer fit their needs as they grow older. Oh, but younger people aren’t buying them.  It wasn’t that long ago when boomer retirees were rushing...

Community Service


We are enthusiastic about giving back to our community. One of the ways we do so is by making donations in the names of our clients on their birthdays to The Greater Contribution. Since 2006, The Greater Contribution has provided over 13,000 microloans to women living in abject poverty in Uganda. These loans allow them to start small businesses and begin to work their way out of poverty. Another way we help make the world a better place is by partnering with local non-profits to help raise money by hosting charity poker tournaments. Do you have a favorite charity you support? Contact us today and ask about collaborating on a charity poker tournament.

Begin Your Plan


Contact Information


Address: 200 N Westlake Blvd
Ste 109 Westlake Village, CA 91362

Phone: (805) 495-2077

Email: Contact@WhyBePoor.com

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Investor's Advantage Corporation

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