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What if you didn't need to be ultra-wealthy for personal, top-to-bottom financial guidance and investment advice? Since 1986, we've helped millions of people get the ball rolling on their financial plans — with straightforward guidance built around their story and where they're headed next. Today, we're proud to be one of America's top independent investment advisory firms as ranked by Barron's (awarded September 2025, based on prior 12-month data through June 30), with nearly 1.25 million clients and more than $314 billion assets under management (as of March 31, 2026) — and prouder still of the trust clients place in us.

The Barron's Top 100 RIA Firms list, an annual ranking of independent advisory firms, is based on qualitative and quantitative criteria. Firms elect to participate but do not pay to be included in the ranking.

Longevity Wealth Management is an independent financial planning and investment advisory firm based in Walnut Creek, California, led by founder Mario R. Hernandez, CFP®. As an independent Registered Investment Advisor, the firm offers objective, unbiased advice built entirely around each client's priorities rather than any single product or provider.

The firm takes a comprehensive, education-first approach to wealth management, pairing financial education with meticulous planning and clear guidance so clients understand not only what to do, but why. Services span retirement planning, investment management, estate planning, tax strategy, and insurance, giving individuals and families a coordinated plan for every stage of life.

Longevity Wealth Management is built on the belief that lasting financial confidence comes from a long-term partnership. Mario and his team advocate for their clients' goals across every milestone, helping bridge the gap between where clients are today and where they want to be, and providing lifelong guidance that adapts as their needs evolve.