IDA Wealth - Intelligence Driven Advisers

Thomas and the entire team at IDA are absolutely exceptional. From the very beginning, Thomas takes the time to understand the financial goals of his clients and develop thoughtful, personalized strategies designed to help them build and preserve long-term wealth. What truly sets Thomas apart is not only his expertise and deep knowledge of investment planning, but also his integrity and genuine commitment to his clients' success. He has a remarkable ability to simplify complex financial concepts and provide clear, strategic guidance that inspires confidence and trust. In addition to Thomas's expertise, the support team at IDA is truly top-tier. They are responsive, professional, knowledgeable, and always willing to go the extra mile to ensure a seamless client experience. If you're looking for a trustworthy financial advisor who is highly skilled at creating customized wealth-building strategies and backed by an outstanding team, I highly recommend Thomas and IDA. We are incredibly grateful for their guidance and partnership. Sincerely, Emily Palmer

I’ve worked with IDA for a few years now, and because of the thoughtful retirement planning and regular check‑ins with David and his team, I was able to retire far earlier than I ever imagined. They’ve been consistently supportive, quick to respond, and genuinely invested in my success. Even though finance isn’t my area of expertise, they always made sure I understood every step and felt confident in the decisions we made together. I’m deeply grateful for their guidance and can’t recommend them highly enough. They helped me achieve my retirement dream and gave me lasting peace of mind.

I have been a client of IDA for 20 years. IDA has maintained a high quality relationship with me through my career and retirement. IDA’S understanding of my financial objectives and their guidance to achieve that outcome has been critical. Their regular client performance reviews address changes to my lifestyle, and keeps my financial outlook healthy, while making the process effortless. I can't say enough about their commitment to excellent customer service.

Working with Thomas Ohanesian at IDA Wealth in Carlsbad has been an incredible experience. From day one, Thomas has demonstrated a level of expertise, transparency, and dedication that is hard to find in the financial industry. He doesn't just manage wealth; he takes the time to truly understand your long-term goals and builds a customized, institutional-grade strategy around them. What sets Thomas apart is his independent, fiduciary approach—you never feel like you're being sold a product, just given honest advice. The entire team at IDA Wealth is top-notch, but Thomas’s personalized attention and clear communication give me complete peace of mind about my financial future. If you are looking for a brilliant advisor who operates with total integrity, I cannot recommend Thomas highly enough!

We have been retired 16 years. One of our first decisions was to find financial help to insure our investments were properly managed for our golden years. We hit the jackpot with IDA , with Jason at the helm and a cadre of very professional and personal investment colleagues. Management of our assets/investments by IDA provides us with Travel and Golf! Thank you Jason for providing a secure path to an enriched Retirement!

My advisor, David Reyes has done an outstanding job of managing my portfolio. His quick response to all my questions and continued education in all areas has been life changing. I love their investment strategy which fits my needs and risk tolerance. I would highly recommend IDA Wealth!

David Reyes is the most amazingly knowledgeable financial planner we have ever dealt with! My husband and I are in our early 70's and retired just two years ago. We placed all of our accounts under David's supervision, and our return on investment has exceeded our expectations! He is very responsive when we call or email with questions, and explains in terms that are easily understood. It is such a huge relief knowing that our assets are being monitored by someone who truly cares about our goals & objectives. A HUGE thank you to David and IDA Wealth Management!