Newport Advisory

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4695 MacArthur Ct Ste 480
Newport Beach, CA 92660
+1 (949) 622-9000
https://newportwealthadvisors.com

Newport Advisory is a California-based financial advisory firm dedicated to helping individuals and families achieve financial freedom and leave a lasting legacy. With a team of experienced professionals, they offer comprehensive services in financial counsel and investment management, tailored to meet the unique needs of their clients.

As a registered investment advisor and broker dealer, Newport Advisory provides expert guidance and personalized solutions to help clients discover, plan, invest, and protect their resources. Committed to transparency and client satisfaction, they prioritize building long-term relationships and delivering exceptional financial advice.

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Reviews

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3.09 reviews
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David J.
12/13/2019

We have been very happy with the advise and support that we have received from Mike and the staff at Newport Wealth Advisors. I would have to agree with the last reviewer and not sure why the 1...

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Carl A.
4/15/2025

Advisors of this type are dinosaur, they simply cannot keep up with robo advisors of major investment firms such as Vanguard or Fidelity, or outpace an S&P index fund,. My advisor simply ignored...

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Tanya M.
4/3/2025

We were considering moving out investments over to these guys. Terrible communication with a pompous approach. Nice office though.

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Ken A.
6/2/2024

Everything this outfit suggested lost money - We were locked into commission paid non-fiduciary looser unknown investments that kept doing nothing but sinking and they said there was nothing...

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Viviana A.
2/10/2022

Surya Metzler is an outmost professional financial advisor who has transformed our financial outlook for the future. We rarely write reviews but he is deserving of recognition for his integrity...

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