Making Sense of Investing Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.
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Mercer Advisors was founded in 1985, right here in Santa Barbara. Since then, we've specialized in helping business owners, executives, medical professionals, and retirees chart their course to Economic Freedom™. Multi-generational wealth management: Our team specializes in helping families manage and preserve their wealth, navigating family dynamics and providing clarity when complexity arises. High-impact decision making: Our comprehensive approach is especially effective when the stakes are high, at critical financial moments. Private and public market investment: Our institutional-grade investing provides access to all types of markets, for those who qualify.
Allen Wealth Management offers Financial Planning, Investment Management, and Business Consulting services. We specialize in developing comprehensive financial plans and then implementing those plans, including formulating, designing, implementing, and monitoring investment strategies. We also provide a wide array of business consulting services, including writing business plans, presentations (decks), financial modeling, PPMs, and many other documents to assist entrepreneurs through the funding process and to build a successful business. We can also serve as an Interim CFO to support early-stage businesses.
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Zen Wealth Consultant Services LLC was created to demystify personal finance by focusing on education, comprehensive planning, precision risk management and portfolio optimization. Zen is a full-service financial firm specializing in the following: Financial Planning, Financial Literacy & Education, Precision Personal Risk Evaluation & Investment Matching, Investment Management, Portfolio Stress Testing, Tax-Aware Investment Strategies, Stock Option Strategies, Financial Advisor Evaluation, Finance App Walk-Through, 401(k) Assistance, Long-Term Care Insurance and Life Insurance
