Painted Porch Advisors - Santa Barbara, California

Renata W.

As a former CEO with a master’s degree in business and a concentration in finance, I hold exceptionally high standards when it comes to financial advising. I’ve worked with several firms over the years — but Painted Porch has not only met those expectations, they have far exceeded them.

From day one, their team brought a level of clarity, strategy, and attentiveness that is rarely found, even at the executive level. Their ability to balance long-term vision with nuanced, real-time decision making is truly top-notch. They don’t just manage numbers — they understand the full picture of life, legacy, and financial stewardship.

Painted Porch delivers institutional-grade thinking with boutique-level care. I’ve never felt like “just another client” — they bring deep insight, a personal touch, proactive detailed financial planning, and a remarkable ability to simplify complexity.

If you're looking for a team that’s not only sharp and trustworthy, but deeply invested in your financial success — look no further. I can't recommend enough!!

Linda C.

Very helpful-and willing to listen!
Loved my planning.