INDEPENDENT INVESTMENT ADVICE & FINANCIAL PLANNING
The professionals at Centric Capital Advisors offer independent investment advice and financial planning in Santa Barbara and Los Angeles. We specialize in serving the needs of high net worth individuals, their families, and their businesses. From generation to generation, our focus is always on developing lifelong relationships with our clients. Trust, care, integrity, and knowledge build the foundation of who we are.
A FIDUCIARY FIRM FOCUSED ON YOU
By operating as an independent firm and asking approachable, thoughtful questions, we are able to entirely focus on you and your goals. We sell no products or funds that could cause conflicts of interest, and our incentive system is purely based on helping you reach your financial goals. We provide complete transparency into investments, fees, and our process. You are never left wondering what our motive is – we have a fiduciary duty to always act in your best interest.
Bottom Line: We are independent investment and insurance advisors on your side.