Financial Freedom | Santa Barbara CA

Shaping Your Financial Freedom

Employ our dedicated Wealth Management team for strategies designed to pursue your goals, ensuring you have a committed partner along your financial journey.

Schedule a Call

<sup>About Us</sup><br/>Forging A Path Together

^{About Us}
Forging A Path Together

Financial freedom doesn’t just happen. It requires careful planning and informed financial decision-making. Life holds no guarantees, but we believe that with the right planning, discipline, and investment management, everyone can achieve financial freedom. Let’s make it happen together!

We understand that your time is valuable, and ultimately our goal is to save you time. You can schedule an office or virtual phone meeting with us using the link below. We can’t wait to meet you!

Meet The Team

Locally Owned
And Operated

Although we can provide financial services in most states, we have particular expertise in California. As California financial advisors, we have a deep understanding of the unique tax laws, industries, and the economic climate we share with our neighbors. Working with a CFP® in California means having a Fiduciary in your corner who has your best interests at heart.

^Testimonials
Hear What
Our Clients Have To Say

"We have been working with Bryan and Casey for many years and have recommended their services to former work colleagues and multiple family members. They anticipate our needs and are always willing to answer our questions and concerns. The bottom line is we trust them and have been very happy with their support and guidance."

-Jon & Patty C.

"I first met Bryan 10 years ago while he was at Fidelity Investments in Santa Barbara and knowing he handled high net worth individuals gave me confidence. They are responsive to all our needs and go out of their way to make their clients feel special."

-Anne O.

"A very knowledgeable and professional firm."

-Martha R.

“We have entrusted Bryan with our personal wealth and given him the mission to provide us with a monthly income from investments to support our life style, and financials that will extend to our family trustees. Bryan is personable, pleasant, and we believe a good family man as well.”

-Mike and Marilyn C.

*Testimonials from clients have not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success.

^{How We Help}
Seek to Minimize Taxes, Protect Investments and Generate Additional Income

Investing can often be a matter of time and patience–getting through the ups and downs of market volatility and changes.

Feel the relief of delegating the entire task of managing your investment plan so that you can get back to focusing on the things you love.

Book a Meeting

Wealth Management

Our goal is to help get your entire financial life back into good working order.

Risk
Mitigation

Our role is to help you identify and potentially mitigate the key risks in your plan.

Retirement Solutions

Our team can offer custom strategies designed to optimize your plan.

Portfolio Management

We seek to find investment strategies with the potential to deliver better outcomes.

Ready For Retirement?

We specialize in helping our clients prepare for that exciting time of life, when careers are winding down and goals and dreams are starting to take center stage.

Whether your goals involve philanthropic efforts, traveling, spending more time with family or all of the above, we want to help you get where you want to go.

Providing Solutions In Your Area

As California residents with offices in San Luis Obispo and Santa Barbara, we are extremely dialed-in to the local economic landscape, including both the coastal beauty as well as the high cost of living.

We are also very familiar with the larger employers in the area like PG&E, and Raytheon, as an example. This makes us uniquely poised to offer custom advice tailored to this region and the industries that support it.

Although we are more than capable of conducting business remotely via phone, email and Zoom meetings, we love meeting with our clients in person. Putting names with faces, meeting over coffee and shaking hands is a side of doing business we genuinely enjoy.

01

Santa Barbara County

Learn more

02

San Luis Obispo County

Learn more

^{Contact Us}
We Want To Hear From You

Getting your finances in order shouldn't be a stressful event, so we've created a simple process to help get you on the right path. Simply schedule your initial on-boarding welcome call and discover how easy becoming a new client can truly be.