Fiduciary advisors in Montecito, CA

Montecito, California

Harbor Hills Wealth Management is a privately owned, independent firm in Montecito serving individuals and families with complex financial situations. The firm offers financial planning, investment management, and insurance analysis, with particular expertise in insurance planning, alongside services in retirement income planning, estate planning, business liquidity transitions, multigenerational planning, and philanthropic strategy. Harbor Hills structures its approach around understanding clients' full financial circumstances and values, maintaining a selective client base to provide personalized service and discretion.

Montecito, California

Partnervest Advisory Group is an investment advisory firm in Montecito, California. The office has a wheelchair-accessible entrance. The office is open five days a week.

Montecito, California

William T. Toner is a CFP-credentialed financial advisor based in Montecito, California, operating under the name True Wealth Planning. He provides financial planning counsel to families and individuals, with a practice model that limits the number of clients to allow for thorough, contextual consideration of their financial decisions. Toner's stated approach emphasizes integrating overlapping financial matters to create clarity and coordination among a client's affairs.