Originally founded as an independent Registered Investment Advisor (RIA) in Santa Barbara, California, Partnervest Advisory Group established itself by offering personalized financial planning and investment management services. The firm's mission is to act as a fiduciary, providing objective advice and tailored strategies to help clients achieve their long-term financial goals. In recent years, Partnervest joined True North Advisors, LLC, a larger wealth management firm, to enhance its service capabilities and resources while continuing to serve its clients from its Santa Barbara office.

Founded in

United States