Arlington Financial Advisors

Overview

Arlington Financial Advisors is a fully independent financial advisory firm based in Santa Barbara, California, offering personalized financial planning and investment management services. They specialize in wealth management for multigenerational families and women in transition, aiming to provide clients with financial clarity, confidence, and control over their future. Their services include net-worth-based financial planning, risk education and monitoring, private money management, estate planning solutions, and business analysis for small business owners. The firm is committed to a fiduciary standard of care, ensuring that clients' best interests are always the top priority. They have a deep commitment to their community, supporting more than 30 nonprofits and local causes, and actively mentor clients and the wider community on financial matters through a consultative approach and a radio show that features live conversations about important personal finance topics. Their offices are designed to offer a home-like, 'kitchen table' environment to make clients feel comfortable and promote deeper conversations about personal goals and concerns. The firm's leadership includes partners with expertise in operations, investments, and financial planning, as well as a dedicated client services team. Arlington Financial Advisors is a Registered Investment Adviser, and advisory services are only offered to clients or prospective clients where the firm and its representatives are properly licensed or exempt from licensure. Past performance is no guarantee of future returns, and investing involves risk and possible loss of principal capital. No advice may be rendered by Arlington Financial Advisors unless a client service agreement is in place.

Portfolio Companies