Why Curtis Advisory Group?

Your time is valuable and staying on top of your financial situation can be exhausting. You need someone to manage the details—We can help with that.

Why Curtis Advisory?

  • One Cohesive, Integrated Picture – Your goals, assets, investment accounts – all your financial details (updated daily) working together in one place
  • Understandable Investment Process – Know what we are doing and why we are doing it; our investment process is designed to keep you invested and grow your portfolio over time.
  • Independence & Transparency – We’re not tied to any one product, company or service. We utilize an open-architecture platform, allowing us to choose appropriate investments for your specific needs. Our fees are straightforward and disclosed upfront. You know what you are paying before we start working.
  • All-in-One – With our team of professionals, we aim to be your go-to resource for any financial decision you might face. We are available to you anytime you need, and can help coordinate with your other professional partners (CPAs, Estate Attorneys, Lenders, etc.)

Curtis Advisory Group, LLC is an independent Registered Investment Adviser (RIA) based in Santa Barbara, CA. Our singular focus is providing intentional, high-quality service and advice that helps our clients succeed and live their lives to the fullest capacity.

We believe clients deserve our best.