Connect with Top-Rated Financial Planners in Santa Barbara!

Omega Financial Group is a financial services company that provides high-quality care through sophisticated, holistic financial consulting and wealth management services. Our team of experienced advisors offers a suite of sophisticated skills to help clients achieve their financial goals. Our services include fiduciary investing, integrated offerings, and sophisticated investment management. We are committed to providing our clients with exceptional service and expert guidance.

CORE is a financial services company that offers comprehensive financial planning, wealth management, financial consulting, and tax and estate planning services. Our philosophy is centered around helping individuals curate an abundant, fulfilling life, where reaching financial goals is just a means to an end. Our team of experts provides personalized guidance and support to help clients achieve their financial goals and live the life they want.

Tremblay Financial Services helps investors age 50+ transition into their golden years and achieve financial freedom. Our mission is to understand your needs, wants, and long-term goals, and develop a strategy that addresses your individual situation. We offer solutions for retirement planning, estate planning, and more.

California Wealth Advisors specializes in helping individuals develop sound investment and retirement strategies. We offer a comprehensive approach to financial planning, including our exclusive Four Pillars of Financial Wealth process, which focuses on investments, risk management, estate planning, and family office/vault services. Our team of experts, led by Kelley Slaught, is dedicated to delivering personalized financial solutions tailored to each client's unique needs and goals. With a commitment to integrity, professionalism, and exceptional customer service, we aim to help our clients achieve financial security and peace of mind.

Mission Wealth provides caring advice that empowers people to realize true wealth. Your goals. We deliver proactive, comprehensive, and caring advice to individuals, organizations, and families. Our personalized solutions support each unique client, bringing them a sense of security and peace of mind.

At True Wealth Management, we take a unique approach to financial planning by exploring your dreams, defining your goals, and creating a plan to pursue your financial aspirations. We offer a range of services, including investing, insurance, estate conservation, and preserving wealth. Our team of financial consultants is dedicated to helping clients from all generations achieve their financial goals and live their lives to the fullest.

Ariadne Wealth Management is a comprehensive wealth management firm that helps high net worth individuals and families achieve their financial goals. Our team of experienced professionals offers personalized solutions for wealth protection, tax-efficient growth, and legacy planning. With expertise in individual and family financial planning, business succession planning, and philanthropic planning, we provide customized investment management, estate planning, tax planning, and fiduciary services. We take a holistic approach to wealth management, considering all aspects of our clients' financial lives to ensure that their investments reflect their values and goals.

Pacific Wealth Strategies Group, Inc. is a Santa Barbara-based independent wealth management & financial planning firm and Registered Investment Advisor (RIA), serving high net-worth families. Our objective is to provide proactive wealth management and financial planning strategies to our clients, with a focus on risk mitigation, tax efficiency, investment management and family legacy planning. We aim to help clients maximize efficiency, control, and safety in the management of their wealth. We deliver this promise with the highest level of professionalism, due diligence, accessibility, and commitment.

Alamar Capital Management is a boutique independent registered investment advisor providing customized investment management and comprehensive investment advisory solutions to select families and institutional investors. Our team of experienced professionals is committed to acting as a fiduciary, putting the interests of our clients above all else. We offer a range of services, including our proprietary equity strategy, diversified management, and investment oversight, all designed to deliver exceptional results and unparalleled service.