Santa Barbara Business Wealth Management Consultants

Weath Management Services

Wealth Management

We offer full-service financial and estate planning for Santa Barbara County individuals, families, business owners and retirement plan sponsors.

Walpole Financial Advisors was founded based on a passion for evidence, a devotion to transparency, and the promise to put our clients’ interests first in everything we do.*

  • We believe that doing what’s best and doing what’s right should be one and the same.
  • We believe that every investor is unique – requiring custom, comprehensive wealth management solutions.

We Counsel Individuals, Families, Business Owners and Retirement Plan Sponsors

While our company has grown over the years, Walpole has stayed true to its commitment to provide an unbiased, transparent, evidence-based approach to low-cost investing while being able to deliver on the promise of true wealth management.

Walpole Financial Advisors is poised to meet the diverse needs of its clients. We recognize that investors have unique financial goals, sometimes in need of counsel that goes beyond investment advice. Clients are provided with wealth management strategies to help ensure that their financial goals are met.

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*As federally registered investment advisors, we must follow the strict laws and rules governed by the U.S. Securities and Exchange Commission (SEC).

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Testimonials

Friendly, professional and easy to work with. Beautiful office too.
Kristina Concord