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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.

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"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.

Spotting Credit Trouble

Spotting Credit Trouble

The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
Learn More
Retirement Seen Through Your Eyes

Retirement Seen Through Your Eyes

What's your vision of retirement?
Learn More
Diversification, Patience, and Consistency

Diversification, Patience, and Consistency

Three important factors when it comes to your financial life.
Learn More

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