Network·Venture Capital

Painted Porch Advisors LLC

Unclaimed

📍 SANTA BARBARA, CA

Venture Capitaltechnology
www.paintedporchadvisors.com

SEC CRD #801-122861

About

Fee-Only Financial Advisors | Painted Porch Advisors We believe that true wealth is not just about possessions. It’s about discovering and maximizing the parts of life that bring unencumbered joy. Today’s wealth management industry focuses too much on “sales”, acquiring assets, and making unrealistic promises or taking unnecessary risks. There’s painfully little discussion of self-discovery — how to live one’s best life, and how to harness your resources to do it. So we decided to form a different kind of company, one that will always Help First . While we have deep experience with asset management, we also understand that being a smart financial steward is simply par for the course. But helping people holistically structure their financial life — and through that process, unlocking their full potential as humans — now that’s something we wanted to build a company around. wealth •n \’welth; also ‘weltth\ Abundance of valuable material possessions or resources Mission Our mission is to help those in our community to live their best lives, and to unlock the human potential for enduring happiness. How do we actually do this? We integrate a detailed and sophisticated financial planning process, evidence-based strategies for living a better life, and a deeply human approach to setting goals and priorities. We incorporate a data-driven investment process to help manage and grow wealth in a disciplined way. We eagerly take on challenges — and solve problems — that are often outside

Key Contact

BL

BRIAN LLOYD

MANAGING MEMBER

📞 (805) 567-4288

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AUM

$572M

Location

SANTA BARBARA, CA

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