About Graves Financial Wealth Management

Graves Financial is a Southern California-based wealth management firm founded by Robert O. Graves in 1980. We’re dedicated to providing you with a high level of service and delivering trust, transparency and accountability to help ensure you have a personal experience with your advisor. Our mission is to inspire our clients to pursue their True Wealth (desired goals in life and legacy). We do this through education, communication and personalized service that exceeds their expectations.


Core Values

  • Integrity
  • Trust
  • Professional Knowledge
  • Personalized Extraordinary Service
  • Teamwork