Turquoise waves lap a white shore with palm trees and rocks in a view from above - taken from an image in the Zandbergen Group's main offices in Laguna Beach, CA

Wealth Management

2025

Forbes Best in State
Wealth Advisors1

2024

Top Advisors to Watch

2024

OCBJ Excellence in Entrepreneurship Honoree

2024

Forbes Best in State
Wealth Advisors2

2023

20+ Pro Bono Hours, CFP Board

2022

Forbes Best in State
Wealth Advisors2

2021

Forbes Best in State
Wealth Advisors2

2020

Forbes Best in State
Wealth Advisors2

See All

Discover True Wealth

Experience The Difference

Who is Zandbergen Group Wealth Management?

We are a Full Service Wealth Advisory Firm.

Our Philosophy

True wealth is about having a purpose and giving freely, it’s about leaving a legacy and making a difference, and it’s about time well-spent and knowing that you have lived life to the fullest. The Zandbergen Group is an exclusive wealth management firm in the Laguna Beach area specializing in serving those with significant wealth who are ready for the next step. 

Looking for a Trusted Advisor

You have worked hard to build your wealth, and our team of award-winning wealth advisors provides investment solutions, sophisticated advice and custom services aligned to allow you to enjoy that wealth.

Services 

As a comprehensive financial advisory firm and a fiduciary committed to transparency, honesty, and the highest level of ethics, the Zandbergen Group is dedicated to nurturing true wealth by offering holistic strategies to grow and protect your wealth, including advanced planning for tax efficiency, wealth transfer, wealth protection, and philanthropy, as well as management and coordination of your entire professional services network.

How We Can Help You

Are you making an exit plan? Have you had a sudden influx of cash or other windfall? Can we help your family handle issues around money? We can help you connect your money to your values.

Client Voices

  • Jim W.

    For over 30 years Bart Zandbergen has been my family’s financial advisor. We worked togetherthrough my working years to build wealth so that we could retire comfortably and spend timewith kids and grandkids.The plan worked and my wife and I…

  • Nicole A.

    As an estate planning attorney, I have had the pleasure of working with Bart Zandbergen for over 15 years. Bart and his team consistently demonstrate a high level of professionalism and expertise to their clients. They are exceptional collaborators, always…

  • Dave W.

    I’ve been working with Bart Zandbergen for over 30 years, and I couldn’t imagine trusting anyone else with my family’s investments. He’s not just a wealth advisor—he’s a true partner in helping us plan for the future. Bart has a…

  • Katerina T.

    Bart, I don’t say it enough or I don’t say it at all, but I am extremely appreciative of your services. You are my secret weapon! Thank you for all you do for me.

  • Lauraine B.

    I’ve had the pleasure of knowing and working with Bart Zandbergen, founder of the Zandbergen Group, for over 25 years. Not only do I trust Bart with my personal and business financial matters, but I have also referred many friends,…

  • Moses H.

    I wanted to take a moment to express my sincere appreciation for the exceptional financial advisory services Bart Zandbergen and the team at The Zandbergen Group have provided me over the past decade. Since Bart took over managing my portfolios,…

The above testimonials & endorsements were provided by clients of The Zandbergen Group.
No compensation was provided for them. These client experiences may not be indicative of all client experiences.

More Client Voices

Featured in

Orange County Business Journal logo, to illustrate one of Bart Zandbergen's many press citations.
Los Angeles Times logo to illustrate the link to one of Bart Zandbergen's many press citations.
The New York Time's logo to illustrate the link to one of Bart Zandbergen's many press citations.
The Mensbook magazine logo to illustrate the link to one of Bart Zandbergen's many press citations.
The Modern Luxury logo to illustrate the link to one of Bart Zandbergen's many press citations.
The Nobleman logo to illustrate the link to one of Bart Zandbergen's many press citations.
The Orange County Register logo to illustrate the link to one of Bart Zandbergen's many press citations.
The shoutout social logo to illustrate the link to one of Bart Zandbergen's many press citations.
  1. Bart Zandbergen was recognized on the Forbes Best-in-State Wealth Advisors list for 2025. The ranking, developed by SHOOK Research, is based on an algorithm of qualitative and quantitative criteria, including telephone and in-person interviews, compliance records, client retention, assets under management, and revenue trends. Neither Forbes nor SHOOK Research receives a fee in exchange for the rankings. The rating does not guarantee future performance and is not indicative of any single client’s experience. [More information on the methodology is available on the Forbes website.] ↩︎
  2. Bart Zandbergen was recognized on the Forbes Best-in-State Wealth Advisors list for the years 2024,2022, 2021 and 2020. The ranking, developed by SHOOK Research, is based on an algorithm of qualitative and quantitative criteria, including telephone and in-person interviews, compliance records, client retention, assets under management, and revenue trends. Neither Forbes nor SHOOK Research receives a fee in exchange for the rankings. The rating does not guarantee future performance and is not indicative of any single client’s experience. [More information on the methodology is available on the Forbes website.] ↩︎

Experience the Zandbergen Group Difference

Contact us for a Complimentary Consultation. In the Orange County Area?

Contact Us
Visit Our Laguna Beach Office