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What We Do

At Laurus Financial Group LLC we consider ourselves financial architects whose goal is to develop the foundations upon which families and businesses can succeed throughout all stages of life. We consistently look to positively alter the lives of others. We achieve this through a dedicated and disciplined process of truly getting to know our clients and their families. Whether it be early retirement, creating a multi-generational legacy or having the power to make a lasting philanthropic mark, Laurus will be with you every step of the way. Our clients’ goals are as unique as their personal financial landscapes.

As an independent financial services practice with more than 67 years of collective experience, the financial advisors at Laurus Financial Group offers the flexibility, wisdom and objectivity required to tailor investment and growth strategies to help meet individual needs.

Our approach is holistic and grounded in the bedrock of financial planning. We dive deep, assessing your situation and working with CPAs, estate attorneys and other trusted advisors to ensure each piece of the puzzle works together to pursue your long-term objectives and build wealth over time.

  1. Proudly independent, we advocate only for your interests, free from the pressure to push proprietary products.
  2. As Chartered Financial Consultants, we remain up to date on best practices, current legislation and hold to the strictest ethical standards.

Laurus Financial Group was founded in 2002 and is headquartered in Walnut Creek, California. Learn more about services we provide or contact us to get started planning your financial future.  

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  •   1444 N. Main Street Suite D, Walnut Creek, California 94596
  •   925-254-0980
  •   info@lfgadvisors.org

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Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.

Securities offered through Raymond James Financial Services, Inc. Member FINRA / SIPC.

Investment advisory services offered through Raymond James Financial Services Advisors, Inc.

Laurus Financial Group is not a registered broker/dealer and is independent of Raymond James Financial Services, Inc

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