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

How Trade Tariffs Could Crush California’s $2.7 Trillion Economy

As we learned with the 1930 Smoot-Hawley Act, tariffs can backfire on the country that believes it’s a relatively painless way to affect change. By applying 40% tariffs on 20,000 incoming goods to the U.S. to protect our farmers, it may be the singular event that...

Radio Interview John Grace WMAP

In America, we know how to spend but we don’t know how to set aside for the future. It was my pleasure talking to Gabriana from WMAP (World’s Most Amazing People Radio) created by KC Armstrong, producer of The Howard Stern Show!  We got the chance to discuss how...

Bracing for 2020 Recession?

According to me, it’s not about the prediction. It’s all about the preparation. On June 12, 2019, the predictions are suddenly coming in hard and heavy. The headlines read, “America’s CFOs are bracing for a 2020 recession.” Nearly half (48.1%) of chief financial...

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.

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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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