Business Financial Advisor in Santa Monica

Business Financial Advisor in Santa Monica

Santa Monica is home to a dense, thriving community of professional service businesses — from boutique law firms and specialty medical practices to independent dentists and wellness-focused practitioners. It's also an expensive place to run a business, with lease rates, labor costs, and client expectations that demand financial clarity at every stage.

LTP Advisory, led by Henry Lee, provides business financial advisory and fractional CFO services to professional service business owners in Santa Monica who are ready to stop managing their finances reactively and start building real financial strategy into their practice.

What Running a Business in Santa Monica Actually Requires

The Santa Monica market rewards specialization and reputation — but those don't automatically translate into a financially healthy business. Many practice owners here have strong revenue and persistent cash flow confusion at the same time. A busy schedule doesn't mean a profitable one.

Henry works with owners to build visibility into what their numbers are actually saying — and what to do about it. That includes understanding true profitability, managing the cash flow cycles that affect most professional service businesses, and making better decisions around hiring, pricing, and growth.

Neighborhoods and Areas Served

LTP Advisory serves professional service businesses in Santa Monica and surrounding areas including:

Santa Monica, Ocean Park, Wilshire Montana, Mid-City, Mar Vista, Palms, Venice Beach, Marina del Rey, and Playa Vista.

Services Available

LTP Advisory offers the following to professional service business owners in the West LA area:

  • Business Financial Advisory — Ongoing partnership to improve financial clarity, cash flow, and profitability in your practice

  • Fractional CFO Services — CFO-level financial strategy without the full-time hire

  • Financial Assessment — A structured review of your business financials to identify gaps and opportunities

Every engagement begins with a free Right Fit Meeting — a no-pressure conversation to understand your situation and determine whether there's a genuine fit.

Investment

Engagements start at $1,497/month, structured as six-month partnerships. Exact investment is determined after the Financial Assessment, based on the scope and complexity of your business.

Ready to Get Started?

If you're a professional service business owner in West Los Angeles and you've been meaning to get a better handle on your finances, the Right Fit Meeting is the right first step.

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