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Financial Planning & Wealth Management in Chico, CA

For over two decades, Mootz Financial Solutions has helped individuals, families, and generations of clients throughout Chico and Butte County make confident financial decisions. Whether you're planning for retirement, growing your wealth, or preparing for your family's future, we provide personalized financial planning, wealth management, and investment guidance tailored to your goals. As an independent firm, we're committed to building lasting relationships and helping you navigate life's financial milestones with confidence.

Our mission is simple: to help you make informed decisions, pursue your goals, and feel confident about the future.

Investment

Investment

We create strategies that are tailored to your goals.

Retirement

Retirement

We are prepared to guide you through life's transitions.

Estate & Family

Estate & Family

Trust us to help secure your legacy for future generations.

Tax Planning

Tax Planning

Strategic planning designed to protect wealth and maximize opportunities.

Protect What Matters Most

Our Services

"An investment in knowledge pays the best interest."

- Benjamin Franklin

Helpful Content

A curated collection of articles, videos, and resources to support your financial journey.

Making a Charitable Gift

Making a Charitable Gift

Did you know that there are benefits and limitations when you decide to donate stock? Learn more about your options.
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Can I Create a Roth if I’m Over the Income Limit?

Can I Create a Roth if I’m Over the Income Limit?

Use this article to start conversations about the “backdoor” Roth IRA strategy.
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Required Reading: The Economic Report of the President

Required Reading: The Economic Report of the President

The Economic Report of the President can help identify the forces driving — or dragging — the economy.
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