Curtis Advisory Group is an independently owned wealth management firm based in Santa Barbara, California. Its fiduciary investment professionals provide personalized financial advice, with direct access to a senior team that brings decades of experience. Retirement planning is a core service, helping clients assess their readiness, make informed decisions, and plan for the life they want. The firm also supports clients through changing circumstances, markets, and tax laws, while offering clear, upfront fee disclosures and 24/7 access to investment performance, transactions, and statements.

Curtis Advisory Group’s process begins with understanding each client’s goals and financial situation, then developing a tailored investment portfolio and monitoring the plan for potential risks and opportunities. The firm serves people in their 30s and 40s, those approaching retirement, and retirees. Specialized services are available for small business owners, foundations and endowments, and corporations, including cash management and retirement plans. Curtis Advisory Group works with more than 140 households across 13 states and manages over $570 million in client assets, as of December 2025.