Founded by Troy Forman, Forman Investment Services is an independent, fee-only wealth management firm based in Santa Barbara, California. The company operates as a fiduciary, meaning it is legally and ethically bound to act in its clients' best interests. Its core services include comprehensive financial planning (covering retirement, education, and estate planning) and discretionary investment management, focusing on a long-term, disciplined approach for individuals, families, and trusts.

Founded in

United States