What We Do

Financial Planning

Live too long, die too soon.

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Corporate Planning

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

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Investment Management

Customized investment solutions.

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Educational Workshops

Coaching you for financial success.

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Insurance Services

Right coverage for the lowest cost.

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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.


The Dem's Didn't Do It

The Dems Didn’t Do It Mr. President

“If you want your Stocks to go down, I strongly suggest voting Democrat,” said President Trump making headlines trying to scare people again on October 30, 2018. In addition to making headlines, President Donald John Trump is masterful at making the complicated...

The Not-So Golden Retirement Years

With the economy hitting on all cylinders, many observers would agree that the rising sea has lifted all boats. As Gomer Pyle used to say, “Surprise, surprise, surprise” according to new research more aging Americans are filing for bankruptcy than ever before. The...

3 Ways You Have More in Common Than You Thought with the Supreme Court Nominee

You may have more in common with Brett Kavanaugh than you think. First, other than a nice house, he like so many Americans doesn’t have much in the way of assets. Brett lives with his wife Ashley Kavanaugh and two daughters, Margaret and Lisa.1  Property records show...

Our ‘Economic Ponzi Scheme’ May Cause the Next Crash

Despite 39 years in the securities business it always catches me by surprise when investors proclaim they do not have the stomach to even use the words ‘market loss.’   Now I come from a fine family of Polly Anna’s but I have learned to look both ways more than once...

Hello Word!

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 Info

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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