9870 Research Drive
Trusted and Principled
Three decades serving families and businesses in Orange County, California.
Committed and Focused
Freedom to choose from a wide range of investment services based on your entire financial picture.
Accessible and Responsive
An advisory firm held to the highest standard of care, free of conflicts, always acting in your best interests.
Transparent and Straightforward
A fee structure that is simple, transparent, and easy to understand.
Experienced and Connected
The highest level of expertise able to support your most complex financial needs.
Personable and Engaging
A relationship with an advisor who is attentive, responsive and personal.
Newport Investor is a leading independent wealth management firm in Newport Beach, California offering customized financial advice to individuals, families, businesses and their employees.
Our independence means our focus is clearly on our client’s best interests. We are not attached to any big institutional firms and we always maintain our objectivity to provide our clients with our best possible advice to help them achieve their personal and business goals.
We lead with advice, navigating the extraordinary responsibility of significant wealth. Our firm brings together a deep understanding of capital markets, a unique approach to manager research, and a portfolio built specifically for your needs.
Please explore our website and fill out the “Have A Question?” form if you have any questions or schedule a no-obligation consultation with Charles Farrell at Newport Investor.
Riskalyze is cutting edge technology that identifies your acceptable levels of risk and reward. Using this tool, we ensure that your portfolio defines your investment goals and expectations.
Together we can take the guesswork out of your financial future. Take the quiz today!
We create financial strategies tailored to your goals.
Years of experience have prepared us to guide you through life's transitions.
We believe values matter, and we live by ours every day.