Without corporate or outside interests, our primary concern is our clients.
Advice with Integrity
We act as a fiduciary, and believe that investment advice given should be in the client's best interest.
Managing the details, from accumulation to retirement to passing on your wealth.
Do you have a complicated financial situation? Lots of moving parts and trouble keeping track of everything?
We Can Help You Bring It All Together
With the help of financial planning technology, we can bring all the pieces of your financial life together in one plan (including those you might not have considered).
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It can be difficult to know what you own. We help make sense of your different investment accounts, regardless of where the assets are held, so you can see how all of your accounts are working towards your goals.
What Makes Curtis Advisory Group So Different?
We take care of your financial details so you can focus on what matters most to you.
We're independent. We're fiduciaries. We're competitive on pricing.
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.
Initial Consultation at No Cost
Or call (805) 963-6181.