Founded in 2001, PartnerVest Financial Group, LLC operated as an independent Registered Investment Advisor (RIA) based in Santa Barbara, California. The firm focused on providing conflict-free, fiduciary services, including wealth management, financial planning, and investment management for individuals, families, and institutions. On December 31, 2022, PartnerVest was acquired by Mercer Global Advisors Inc. ("Mercer Advisors") and is now part of the Mercer Advisors family, continuing to serve clients from its Santa Barbara location under the new parent company.

Founded in

United States