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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.

The Cost of Procrastination

The Cost of Procrastination

Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
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Retirement Strategy After a Job Loss

Retirement Strategy After a Job Loss

Job loss can shake both finances and confidence, reassessing your retirement strategy is key to moving forward with clarity.
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Impact Investing or Philanthropy

Impact Investing or Philanthropy

This fun piece can help your clients explore the benefits of impact investing versus founding a philanthropy.
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