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Nine Four Wealth is an independent, fee‑only advisory firm helping athletes, creatives, and innovators turn complex equity packages into clear financial outcomes. Based in Del Mar, CA, serving clients nationwide.

Hello there 👋🏼 I'm Aaron, and I have over 20 years of experience as a financial advisor. My expertise lies in assisting clients with prioritizing their financial plans. I achieve this by effectively managing cash flow, optimizing savings, tracking expenses, maximizing earnings, allocating portfolios, ensuring tax efficiency, and implementing risk management strategies. By developing a comprehensive game plan that aligns with the client's values and goals, I foster open communication and strive to present complex concepts in a clear and understandable manner. My ultimate objective is to maintain an approachable practice and meet clients wherever they may be on their financial journey.
All advisory services are offered through Savvy Advisors, Inc. (“Savvy Advisors”), an investment advisor registered with the Securities and Exchange Commission (“SEC”). Savvy Wealth Inc. (“Savvy Wealth”) is a technology company and the parent company of Savvy Advisors. Savvy Wealth and Savvy Advisors are often collectively referred to as “Savvy”.