Your life’s goals front and center

Based in the heart of Santa Barbara, our well-practiced and always approachable team is deeply rooted in our local community, giving us the power to bring a personal touch to the financial guidance we deliver to you.

Whether you’re in the process of building wealth or making plans for the longer term, we’re driven to be more than just financial advisors – we aim to be your trusted life advisors.

Matt Rowe, CIMA^®

Branch Manager Associate Vice President, Wealth Management

Cydney Edmondson

Financial Advisor

Advice that offers a fresh perspective

As a team of knowledgeable professionals we pride ourselves on being effective partners. The heart of what we do centers on highly personalized financial guidance, helping you take care of the finer details along the way.

Meet our Team

Three colleagues sit outside on a sunny day and enjoy a takeaway lunch and some hot drinks. They are comfortable with each other, having a light hearted discussion.

A collaborative Journey

Everyone’s path in life is unique. That’s why we’re committed to understanding your distinct needs, to help make financial planning an empowering experience.

He looks off as the mountain ranges reflect in the lakeshore

An individualized Service

We serve a broad range of clients – encompassing the personal lives of individuals and families as well as the professional endeavors of entrepreneurs and nonprofits.

Happy family having food together while social gathering at backyard during party

A community Spirit

Whether we’re fostering meaningful connections with people or participating in local community causes, we aspire to inspire confidence and positivity.

We believe in creating a partnership that resonates with your life’s journey, so that our guidance is always in tune with your dreams.

Matt Rowe