Independent Financial Planning & Investment Management in Ventura and Ojai, CA. We’re a local, independent firm with offices in Ventura and Ojai, helping individuals and families make wise financial decisions. As fiduciaries, we always act in your best interest with thoughtful, personalized guidance.
Our Team
The Heart of Our Company
Our team is the driving force behind everything we do. Comprised of a diverse group of individuals with unique skills and perspectives.
Whether you're planning for retirement, managing investments, or building a financial strategy, our personalized services are designed to help you reach your goals with confidence. Explore our full range of offerings to see how we can support your financial journey.
Financial Planning
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Retirement Planning
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Investment Management
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Tax Management
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Legacy/Estate Planning
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Charitable Planning
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