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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 Sense of HSAs and FSAs

Making Sense of HSAs and FSAs

How HSAs and FSAs might help your household.
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Who Is Your Trusted Contact?

Who Is Your Trusted Contact?

This investment account question is vital and answered as early as possible.
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Inflation and the Real Rate of Return

Inflation and the Real Rate of Return

Learn about the role of inflation when considering your portfolio’s rate of return with this helpful article.
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