I don't leave reviews but I have to in this case. I was referred to ACap by a true friend. After speaking with Ara, I cannot begin to describe the hybrid feelings of safety, gratitude and confidence. Safety as in ACap is a place where you will be safe financially. Gratitude in that I feel treated like a family member. And confidence that my ongoing financial literacy and growth as an investor is headed in the right direction. You need to be prepared and don't waste time. If you are, then ACap will provide you with a true partner that will help you grow financially. read more

Marina saved me this tax season. I had the same tax guy for 20 years and he retired unexpectedly so I had to find someone fast. I reached out to ACap a few days before my taxes were due and she helped me in a matter of hours. I'm very grateful to ACap and will continue to use and refer them. read more

Ara and his team were amazing from start to finish. As an entrepreneur you have to have someone you trust with tax prep and planning. We planned and got amazing results with the business this year. Thanks! Highly recommend! read more

I almost don't want to write this review because I would love to keep Ara and his team a secret, but alas, a referral is the best compliment one can give! Ara and the ACap Advisors & Accountants team are AMAZING. They have not only been so efficient with our tax process but they are SO quick to respond to all of our questions and incredibly proactive. Ara even helped us out with a recent headache financially and helped cover it with such grace! We ABSOLUTELY LOVE THEM and are excited to continue working with them. Don't even hesitate - reach out to this amazing team today as you're not going to find such a personable, kind, and slaying team! read more

I was referred to ACap by a trusted friend and I just have to rave about my experience with Ara and his team. Their financial planning process is so in-depth that I referred to it as "financial therapy." It allows you to get everything out on the table so ACap can provide you with a 360 degree view of your financial health. The "what" is there along with the "so what" empowering you to make better financial and general life decisions. I'm looking forward to continuing my partnership with ACap as I'm confident that they can help my family achieve our financial goals. Thanks, Ara & Tamia! read more

The cost might be overwhelming, but in the end, we felt it was a well worth investment. We highly recommend ACap Asset Management. We own properties, and have 401ks, pensions, stocks, etc, plus a son. We are planning to make some drastic changes in our lives in the very near future, so it was a good opportunity to receive some expert advice from a reputable financial advisor on how to manage our assets going forward. We met with Ara and Tamia for the consultation. They made sure you were comfortable with all aspects of the consultation. The financial plan was printed and bound, sitting right in front of us, but we spent quite a bit of time discussing financial opportunities beyond what was printed on paper. The plan Ara printed out was solid. It addressed all of our needs. But our goals, ideas, concerns I'd verbally describe during our conversation gave Ara material to fine tune his opinions and also come up with suggestions that were not printed in the financial plan. The consultation felt very organic. It wasn't rigid or formal or just going over numbers. It was flexible, non-conforming, and you were free to go in any direction you pleased. Along the way you might hear some exciting suggestions you never thought of. That's something potential clients can look forward to. Suggestions to those of you who are about to meet with Ara and co.: 1) Read through the financial plan prior to the meeting. Prepare questions. 2) Prepare to talk about your future ideals/goals and your concerns. 3) Be ready for unexpected advice. The meeting may present opportunities you least expected. read more

I found Ara after researching financial advisors for one who could best serve my needs. He, and his knowledgeable team, pulled together every possible plan that could work for my situation. I absolutely could not have done this myself. They presented me with many options I could choose from to plan for my future. They included a step by step booklet, covering everything I needed to make the choices necessary for my future. In my life, I have dealt with many different companies for many different reasons. Ara and his office staff were able to assess my situation and offer me all the options necessary to optimize my success. They have assisted me tremendously in my endeavors and I thank them from the bottom of my heart. ACap is the best of the best! read more

Ara and ACap were beyond professional when I enquired about their service. Very quick to respond to email and to set up a free consultation. Ara called me and after discussing my current financial situation with him he was honest and upfront stating at this current time I don't require his services. He then was kind enough to offer me advice, guidance, and further support if I should need instead of taking my money for a quick easy buck. His integrity really showed that he cares about his customers and future customers at that. I will heed his advice and will absolutely return when the time is right. read more

While meeting with these guys, I couldn't get any information about what they could do for me. I asked them for performance records and they were unwilling to share it. I was told after I paid them the 1% I would get more info. I wasn't comfortable with their skirting and found another firm that was explicit about their investment strategies and how they preformed over the last 20 years. That's reality of past performance. Not promises. read more

Ara is extremely knowledgeable and polite! I really enjoyed speaking with him. Looking forward to working together.

Upon completion of residency, I was prepared to face the medical field but was not unsure of the financial aspect of my life. I had read a couple finance books, particularly The White Coat Investor, to show me the basic "bread and butter" of finance but I was still unclear how the numbers all played out. It was at that point I realized the importance of investing in a comprehensive financial plan. I was referred to ACap Asset Management by one of my colleagues of my ER group, who has been working with Ara and his team for many years. After hearing the great experience she had, I decided to go with the company, as it offered a fee only service and they specialized in working with doctors. We were impressed with the financial plan that Ara and his team proposed. It was detailed yet easy to understand and follow. Financial planning scenarios, risk management, investment/retirement planning, tax planning, education loan planning, estate planning, and other recommendations were all part of the comprehensive financial plan and were were able to review each aspect carefully with Ara directly. I have great confidence that my family will be able to succeed with our life goals given the direction that ACap has provided. I highly recommend this financial company and my only regret is that I wished I discovered them sooner! read more

best advisors/accountants in town!! so attentive and knowledgable =) thank you ara and team.

Matt is wonderful. I recently decided to seek out some help evaluating, organizing and managing my finances. On my own, I was new to a lot of this and I was intimidated by even the concepts and language. Knowing that there are often sharks around money, I was very careful about finding somebody that I could place trust in for genuine guidance that would, truly, have my best interests at heart. That was paramount- finding somebody I could trust. Secondly, I wanted somebody who was knowledgable and intelligent. Thirdly, I wanted somebody who would take the time and care to walk me through all of it in a way that I could understand. Finally, I wanted a fair price. I found all of these things in Matt and ACap. I highly recommend their services. I am grateful for the work they've done for me and I look forward to continuing my relationship with them. read more

Ara and his team at ACap Asset Management are simply the BEST! I was fortunate to meet Ara several years ago at the end of my residency program. Calm, cool, and collected, I began to gain confidence in Ara over our multiple meetings. When the time came to begin planning my future with more purpose, I felt very comfortable allowing Ara to guide the process. He methodically determined my family's goals and objectives, and tailored a plan that would set in motion the financial decisions to obtain our goals and objectives. That was four years ago, and after meeting with Ara on a regular basis and having him at the disposal of an email or a text, I am so glad that my wife and I decided to sign up for his services. He is one of my main advisors and I turn to him for nearly any big decisions I am about to make. Let me not forget to mention that my portfolio is doing AWESOME under the management of ACap Asset Management. If you are looking for any sort of financial management and you run into this review, please take it from me that Ara and his team at ACap are the way to go. read more

My name is Austin Wolff, and I was 18-years-old when they helped me (I'm 21 at the time of writing this). My portfolio keeps growing, and I'm grateful we were able to work out a custom rate because of how small my account was. Thanks to you and your team I've had the peace of mind knowing that while I'm allocating most of my "investing income" into personal development, I'm still growing my wealth on the side, in my sleep. So thank you!! read more

Ara and his team are excellent. They are thorough, measured and work hard at being perfectly attuned to their clients needs. They take the time to educate and explain each recommendation. The fact that they are not selling anything, and simply providing their services for a flat fee, alone goes a long way toward building trust. But once you meet Ara and his team, the question of trust is no longer even a question. ACap Asset Management is a top notch organization in terms of talent, customer service, research and advice. read more

Ara and ACAP management have been invaluable in forming a comprehensive financial plan around my S corporation and birth of my son. I had a very bad experience with a previous accountant/financial planner who had advice that was ultimately not in my best interest. I found Ara after a search for a fee only adviser. Ara has taken that mess and structured it in a way that makes sense to me and I believe I am now on track with my long term goals. Ara stands out in his breadth of knowledge and his rapid response in person, via email and phone. His answers to my many questions make sense and and I trust his judgement. I also like knowing that he is personally advising me instead of some firms where there is a group of advisers and you feel like no one is taking ownership of your financial plan. I also like that he is in one place and I am not having to manage meetings around when the person may be in town. I highly recommend Ara and his team at ACAP management. read more

I have intended for some while to seek out a fee-only financial planner for a comprehensive evaluation of my financial situation, but did not know how best to secure a competent and trustworthy fee-only financial planner. I began seeking information and referrals, and Ara Oghoorian and his team came highly recommended. After contracting with ACap Asset Management, it took me a couple of months to pull together necessary materials. ACap was patient, helpful and supportive as I navigated professional commitments and that important task. There are unique financial and tax considerations for Episcopalian clergy, and Ara and team navigated this terrain with insight and finesse. Ara and his team provided me with comprehensive materials prior to our meeting, and a fulsome, illuminating and extremely constructive personal meeting thereafter. Though I was initially interested only in a single process leading to a fee-only financial planning review, I am now certain I will proceed toward a deepened and ongoing relationship with ACap, I have located my financial consultant. I was fortunate to be guided to ACap Asset Management, and come away with certainty and comprehensive direction regarding my financial health and future course. The Reverend Canon George F. Woodward III San Marino, California read more

The team at ACap Asset Management are amazing! Finally, I have found financial advisors that work for me and put my interests first. ACap doesn't sell any products, they charge a fee for service, and that is what you get, service: solid and sound advice, accessibility, a real person on the other end of the phone, and someone who knows my family and my financial needs. Ara and Matt explain everything, they even have this amazing white wall that they draw on to help explain the ins and outs of financial planning to those who may be a little "spreadsheet challenged." I am so glad to have found them, I highly recommend. read more

I had the opportunity to meet Ara and his wonderful staff today and after reading all the reviews I can say they are spot on! What a great guy and staff. Warm, personable and knowledgeable all in one (a rare find). I wish I could give his mom and dad a hug for doing such a great job!! I would highly recommend his services. read more

I just finished medical residency training, and I was looking for a fee-for-service financial planner, especially as I was looking to pay off such great debt from student loans. Ara and his staff were able to take a look at my financial situation, and gave me the information that I needed to know to manage my finances. Tamia and Louiza have been very helpful in guiding me through the plan that we had designed, and I've come away with confidence in managing my wealth and planning for my financial future. I would highly recommend their services for any medical professional. read more

I met Ara when I relocated back to the United States from Europe and he really helped me and my husband get our financial affairs back on track! He was patient and listened to our needs/wants and giving some great advice on how to save for our family's future (reitirement, college, etc...). Ara is always ready to educate without "talking down to us" and keeps us very current with the financial trends worldwide. He and his team have provided us with regularly scheduled reports in an easy to read format and any requests outside of that reporting cycle are handled quickly and efficiently. I highly recommend ACap Asset Management. read more

I recently reached out to Ara and Matt to help me search for the right investment co. for a Roth IRA fund. From the first conversation I felt Ara spoke truthfully about my finances, and was enthusiastic from the get-go. His advice was insightful and I learned a great deal from our conversations. The strategy he and Matt have designed made it real easy for me to work within my budget means and allowed me to start a fund quickly. I'm not financially savy and find most of the language a bit mind-boggling, but Ara talked me through the entire process. Every basic question I had was answered with a timely response. Starting an IRA fund with Acap was a painless experience. Planning life long investments that matter is tricky business, and it goes without saying that making the wrong ones can be costly. Having an advisor is smart planning in my opinion. Knowing I have set aside an IRA fund has inspired new energy into my future. I would not have that stride in my thinking had I not consulted with Ara first. Hes a resourceful guy, and as solid as they come. read more

I take my finances very seriously and ACap's team gave me and my family the most professional experience, being very transparent while helping to educate me on financial planning. I STRONGLY recommend Ara and his team at Acap for money management as well as Taxes. read more

Twenty years ago, I met Ara. He was reading the WSJ...a practice he has had since he was fourteen years old. Aside from already being a seasoned investor and having part-ownership in commercial real estate at 21, what impressed me most about this on-top-of-his-stuff guy was his down-to-earth nature and truly genuine interest in connecting with people. When I came across Ara on Yelp and saw all of the great reviews I felt compelled to throw in my two cents as well! Throughout the years, I have gleaned invaluable advice from Ara's financial expertise and from his comfortable way of educating others on financial matters. He was the first person encouraging me to open an IRA while still in college and has helped me decide how and where to invest my finances with savvy ever since. The entire time I have known him I have been astounded at his commitment to staying informed on the latest financial strategies, his ability to clearly and patiently explain things in an easy to understand manner, and his dedication in building trust through his straight forward and earnest flat fee approach. Ara and his team at ACap Asset Management will definitely be handling all of my future financial investing and planning! read more

I had a truly wonderful experience with ACap Asset Management, and HIGHLY recommend them! I recently engaged the company to create a comprehensive Financial Plan for me as I had several large, burning financial strategy questions that loomed over me for quite a long time. Matters such as real estate investment, mortgage pay-off & refinancing, retirement planning, investment planning, and more. I had put several financial matters "on hold" for a long time as I didn't know what to do about them, and needed counsel from a sound, un-biased financial planner. I am so glad that I reached out to ACap Asset Management, as their knowledge, expertise, and service were of enormous value and guidance to me! Their Financial Plan was so comprehensive, straightforward, with sound rationale & strategy baked into every step. I truly received an "action plan" that I can implement immediately in order to manage my finances and investments. Ara and his team also diligently spent time answering my questions and guiding me throughout the process. In terms of expertise, Ara is quite possibly a financial genius (his expertise across a wide variety of topics is remarkable) and his team of financial planners are fantastic, as well. He is client-focused, articulate, a good listener, un-biased (no commission fees here), and a person of honorable character who makes you feel "safe" and secure trusting your finances to. read more

Money and investing never interested me before. I've been in the entertaining industry for most of my adult life and when it comes to finance, I've been winging it as if I were still in college. Then I became a father. All of a sudden, I faced the responsibility of planning retirement, college saving, and insurance. I needed a financial planner. Someone experienced and knowledgeable. Not someone who tries to sell me some product like real estate seminar. Ara and his team at Acap Asset Management are exactly what I needed. Not only they are experts in the field where I had no clue, they are so approachable and patient that I can sound completely dumb and naïve and don't feel bad about it. They put together such a comprehensible financial plan that even a guy who spends all day drawing cartoon can follow through. Most importantly they gave me confidence in my financial planning. read more

I was lucky to meet Ara while working as a health care consultant in Washington DC and signed on with ACap Asset Management soon after. After moving to Vermont, I maintained my relationship with Ara and ACap from afar and have been working with his team for over four years. In addition to the fact that ACap's unique business model as a fee-only asset management company is fantastic (and rare this day and age!), what attracted me to the company -- and keeps me confident and satisfied with our relationship -- are the wonderful people who work at ACap. Ara and his team are responsive and friendly-- always a pleasure to speak with. From an investment perspective, Ara and his team have been nothing short of capable, professional, and responsible with my time and assets-- not hesitating to reach out to me, reminding me of important deadlines and financial opportunities, and advising me on recommended changes or adjustments. All in all, it's a great company and a great staff! read more

We have been clients with Ara for the last 6 years including two states outside of California, multiple moves and big life events. He has done an excellent job managing our portfolio, answering all related questions and generally making our lives easier. He utilizes frequent and transparent communication and is very easy to work with. We have already recommended him to numerous friends and family members. We have no complaints. We also have his company do our taxes. Worth every penny. read more

Ara, and Tamia along with his whole staff have been doing a great job working on my finances and properly setting up my future. His team is incredibly through and makes sure you're on a path of success. I had a lot of in depth questions regarding real estate management, wedding finance planning, tax planning etc. I needed to get a grasp on what to handle first. I left very confident and will continue to use and recommend their services! read more

Ara has been our financial planner for over three years now, and he is excellent! He makes himself available for your questions and always responds in a timely manner. I definitely feel more secure with my retirement plans with Ara's help. His assistant Christony is also always very sweet and helpful! I would recommend ACap to anyone. read more

Ara Oghoorian has been managing my money and helping me plan for retirement for 3 years. He is amiable, intelligent, and quick. He is a patient teacher and counselor who has talked me through several "crises" and helped me understand the principles of financial planning so that I can participate in the creation of a comfortable retirement. Ara is always available for consultation and whenever possible comes to my work to go over issues so that I understand fully. We meet regularly to review the status of my portfolio so that I always feel confident about Ara's investment strategies. I highly recommend this diligent, reliable gentleman of impeccable integrity to whom I have entrusted my, and my family's, financial future. read more

I started working with Ara Oghoorian almost 3yrs ago and it's been a great experience. He put together a plan which fit to my comfort level and has worked closely with me to make sure I'm optimizing my financial opportunities to get to retirement goals. He's professional, responsive, knowledgeable and trustworthy. I highly recommend Ara and his team to manage your assets and reach your financial objectives. read more

Ara, Matt, and the ACap team are fantastic and responsive advisors. They are easy to work with and their fee only structure provides me with confidence that the main concern is growing my wealth and planning for the future. I highly recommend ACap for all financial advising, taxes, and planning. read more

We could not be happier with our experience with ACaP. Ara and his team are the very best. They are knowledgeable and do a great job keeping their clients informed and educated. Most impressive of all is how incredibly responsive they are. The team is always available the instant I need them. read more

I have had a fantastic experience with Ara and everyone at ACap. I came in not knowing much and they have educated me and inspired me to get organized and more financially secured. I highly recommend their services! read more

I've been with ACap and Ara for 5 years now. The one thing that drew me to ACap Asset Management was the fact that they are a fee-only based company. Fee-only means that they do not get commission on what products they sell to you, which means that they have your best interest at heart by giving you their unbiased advice - which is definitely more comprehensive. The one thing that kept me with ACap was the service of their staff. Ara, the president of ACap, is extremely knowledgeable and I feel that my success is his number one priority. Choosing ACap for my financial management is by far the single best decision I have made that has had the biggest positive impact on my finances. I would definitely recommend them without any reservation. James Deryeghiayan read more

Ara provided some very helpful guidance on how to proceed with a rental property I own. I had a short list of questions, which Ara responded to thoughtfully and with a lot of detail. The data and additional information he provided allowed me to confidently move forward knowing I wasn't making the wrong financial decision. Thank you! read more

I need to rave about ACap for a moment. Ara is knowledgeable, professional, and personable. His kind and calming presence is refreshing and definitely puts you at ease. I know he also does a lot for his community, which is always nice. read more

Ara and his staff are amazing. ACap goes above and beyond for their clients and are extremely knowledgeable and professional. ACap is the one place I trust with my financial and future goals. They make you feel comfortable and take the time to educate you on what is best for you and your family. Ara was also very flexible with his time and never made us feel rushed. Hands down I would recommended ACap to all of my family and friends. Ara I am forever grateful to you and appreciate everything you have done for me and my family. read more