Our Company
SEC Registered
$M
AUM as of 12/31/2021
Independent
%
Owned in Santa Barbara, CA
Serving
+
Households in 10 States
We believe everyone deserves to have competent advice and a clear plan to help them achieve their goals.
When families and small business owners wonder if they have enough or are doing enough to retire with confidence, Curtis Advisory provides clear financial advice to help them grow, manage and live off their investments.