Master Your Financial Future
Navigate your financial future with confidence and precision. Our expert team provides tailored strategies designed to meet your unique financial goals.
Our Services
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Build a strategy today so you can enjoy tomorrow.
We help you map out your retirement goals, income needs, and investment options — including 401(k), 403(b), 457 plans, rollovers, and IRAs — for lasting financial independence.
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From life insurance to debt elimination, college savings to estate planning — we help you protect what matters most while laying a strong foundation for your family’s financial future.
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Grow your money with intention. We design customized investment strategies using mutual funds, annuities, and managed accounts — powered by our partnerships with leading firms like Fidelity, Invesco, and Franklin Templeton.
Learn more
Schedule a Complimentary Financial Needs Analysis
Schedule your no-cost consultation where we’ll walk through a personalized financial needs analysis to better understand your goals, concerns, and current financial picture. This session is designed to provide clarity and determine how we can best support your financial future.
In-person meetings are recommended for clients in southern California (home or office), but Zoom is available for clients located elsewhere.
About Us
Rooted in Legacy. Driven by Purpose. Focused on You
At Mac Arthur & Associates, financial planning is more than our profession- it’s our family legacy.
For over 35 years, our family has been dedicated to helping individuals, families, and small business owners build strong financial foundations and secure brighter futures. What began with my father’s passion for serving his community has grown into a multi-generational mission grounded in trust, education, and personalized guidance.
After graduating USC, I followed in my father’s footsteps- bringing a fresh perspective to the firm while upholding the values that have made our name one people can count on. Today, we proudly serve clients in all 50 states and across 3 countries, offering tailored strategies that meet the needs of a wide range of individuals and families.
Whether you’re just getting started or fine-tuning a long-term plan, we’re here to help you navigate every step of your financial journey with clarity and confidence.
