Clarify Your Goals
Navigate Difficult Markets
Retire With Confidence
You don't have to plan for retirement on your own.
Let's simplify your situation
Have A Plan to Know You're On Track
A Disciplined Investment Strategy Can Help You Navigate Difficult Markets & Grow Your Assets
Retire With Confidence
Step into a more confident financial situation
1. Tell Us About You
A conversational meeting to clarify your goals and understand your specific situation
2. Gain A Clear Plan
We can map out your goals and build a custom investment portfolio to help you get there
3. Start Checking Off Goals
We implement the plan, monitor investments, track progress, and provide regular updates so you stay informed
Why Curtis advisory?
The financial world is complex.
Monthly statements are getting longer. It's difficult to know what you own with accounts in different places. Big institutions are focused on numbers. Fees are hidden.
Ryan E. Curtis
President
Holistic Wealth Management
Independently Owned
Fiduciary
Transparent
Joshua D. Hayes, CFP®
We take a custom approach to wealth management where our clients come first. We don't have a one-size-fits-all solution, and we can collaborate with any of your other outside professionals (CPAs, Estate Attorneys, etc.) to bring everyone on the same page to better your situation.
Being independent allows us to make decisions for our clients without any outside sales pressure or influence.
We take on the role of a fiduciary. This means we have a legal responsibility to provide advice that puts your interests before our own.
Our fees are transparent so you know exactly how and when we get paid. We don't charge commissions for advisory services or get paid for recommending specific or proprietary investments.
Ryan E. Curtis
President
Joshua D. Hayes, CFP®
Curtis Advisory Group, LLC is an SEC registered investment advisor
$322 M
AUM as of 12/31/2022
100+
Households in 10 States
Since 2009
Serving the Santa Barbara Community and beyond
Click to learn more about the advantages of working with a CFP® Professional
Joshua D. Hayes, CFP®
We believe everyone deserves to have competent advice and a clear plan to help them achieve their goals.
Our Process
First, we learn about you: Your values, your goals, your priorities. We identify your most urgent needs and clarify your short and long term goals. By knowing where you are and where you are trying to go, we can help create clear steps to get there.
Next, we build a custom investment portfolio designed to efficiently manage your investments to achieve your goals. Our disciplined investment framework is easy to understand, communicated in plain English. Investment strategies are based on our assessment of your own risk targets and goals, not a one-size fits all. We measure progress and regularly report back so you stay informed.
Finally, we pay attention to your portfolio, monitor the investments, and make changes when necessary.
Other Services
Ryan (CBRE# 01873883) is a licensed Realtor with Santa Barbara Brokers. He works closely with the principals of the firm, Andy Alexander and Ryan Malmsten, but will partner with other agents when appropriate.
We feel this partnering approach provides our clients with a superior level of service and a smoother transaction as we fully understand our clients long term goals and objectives. Clients and friends are welcome to search for Santa Barbara real estate with our local real estate search site. Click HERE to search.