Quantum Financial Advisors, LLC

Quantum Financial Advisors is a registered investment advisor founded in 2021 with offices in Santa Monica, California. Quantum Financial Advisors offers comprehensive portfolio management, which includes ongoing investment management and integrated financial planning. The firm builds diversified portfolios using exchange-traded funds, mutual funds, and separately managed accounts, offering both standard market-wide portfolios and sustainable portfolios that incorporate environmental, social, and corporate governance criteria. Quantum Financial Advisors emphasizes a rules-based, asset-class investing approach rather than stock picking or market timing. In addition to investment management, the firm provides specialized financial planning covering retirement, estate planning, insurance analysis, philanthropic giving, education funding, and tax strategies. Quantum Financial Advisors serves individuals, high-net-worth families, trusts, estates, and business owners.