Why We Expanded to Costa Mesa: Rooted in Values, Growing with Intention
At Vance Wealth, we don’t measure success by how big we get but by how deeply we serve.
Every decision we make is guided by one goal: to be the trusted financial partner our clients deserve, through every season of life. That’s why we’re proud to announce a new milestone in our journey one that brings us closer to the communities we’re committed to serving.
A New Financial Planning Office in Costa Mesa
We’ve officially opened a new office in Costa Mesa, expanding our presence in Orange County and strengthening our relationships with clients in Newport Beach, Irvine, and surrounding areas. Costa Mesa is a vibrant, business-friendly community with a strong entrepreneurial spirit—making it a natural fit for our next chapter.
Led by Partner and Wealth Advisor Tyler Tilton, the new location reflects more than just firm growth. It’s a commitment to staying close to the families and business owners who rely on us for values-based, tax-smart financial planning.
“Leading the Costa Mesa office is a chance to carry forward everything that makes Vance Wealth unique,” Tyler shared. “Genuine connection, proactive financial leadership, and our thoughtful approach to planning it’s exciting to bring those values to life for even more families.”
Whether you’re new to the area or just looking for a more personalized financial experience, we’d love to welcome you
How Our Core Values Shape Financial Planning in Costa Mesa
As we grow, one thing remains unchanged: the experience we create for every client.
We Lead With Relationships
Every client interaction starts with care. We take the time to understand what matters most whether you’re preparing for retirement, building your business, or navigating a life transition.
We Act as Your Financial Quarterback
No financial plan is one-size-fits-all. That’s why we coordinate your full financial picture, including investments, insurance, tax, and estate planning, with your goals in mind.
We Prioritize a Tax-Smart Lens
Strategic tax planning is at the core of our work. We plan with foresight and intention to reduce today’s stress while creating long-term success.
This approach isn’t new. It’s who we’ve always been, and our Costa Mesa office is one more way to stay aligned with what makes us different.
Serving Families and Business Owners Across Orange County
This expansion helps us stay closer to the people we’re here to serve. Whether you’re an established family navigating legacy planning or a business owner seeking a proactive partner in growth, we’re here to guide you through it all.
Growth isn’t the goal. It’s the result of staying true to what matters most.
Wherever you are in your financial journey, we’re by your side with offices now in Santa Clarita, Costa Mesa, Newport Beach, Pasadena, and beyond.
Ready to Work With a Values-Based Financial Advisor in Costa Mesa?
Whether you’re an established family navigating legacy planning or a business owner looking for a more proactive financial partner, we’re here to guide you every step of the way. If you’re a business owner seeking strategic clarity and time-saving solutions, visit our simplify365® site to learn how our planning process aligns your business goals with your personal financial future.
Schedule a complimentary consultation and discover how we can help you achieve more with clarity, connection, and confidence.
Disclosure:
Vance Wealth, LLC (“Vance Wealth”) is a registered investment advisor. Advisory services are only offered to clients or prospective clients where Vance Wealth and its representatives are properly licensed or exempt from licensure. This content is for informational purposes only and does not constitute personalized financial advice. Please consult with your tax advisor or legal counsel before making any financial decisions.