About Ford Financial Group
<p>From its base in Fresno in California’s Central Valley, Ford Financial Group is an independent Registered Investment Advisor (RIA) that works with individuals, families, and employer retirement plans.</p> <p>The firm provides 3(21) fiduciary investment advice for plan sponsors and supports retirement plan oversight alongside broader wealth management work. Reported assets under management were $860 million as of November 2022 and $0.9 billion in 2026.</p> <p>Ford Financial Group’s services include investment management, retirement planning, insurance planning, estate planning, and tax planning strategies. A practical differentiator is its clear separation from Ford Motor Company, which helps reduce brand confusion for prospective clients.</p> <p>As part of the wider group of <a href="/plan-advisors">plan advisors</a> and other <a href="/retirement-plans">retirement plan providers</a>, the firm can support both personal financial planning and employer plan decision-making.</p> <ul> <li>Registered Investment Advisor (RIA)</li> <li>3(21) fiduciary investment advice for retirement plans</li> <li>Investment management and portfolio construction</li> <li>Retirement, estate, and insurance planning</li> <li>Tax planning strategies and coordination</li> </ul>
Website: https://www.ford.com/finance/
Office Locations
- Fresno, CA (Headquarters)
Services Offered
- 3(21) Investment Advisor
Client Statistics (2026)
- Total Clients: 0
- Total AUM: $860.0M