Earn it | Keep it | Grow it | Use it | Pass it on

Welcome to Independent Capital Management in Santa Barbara. Our financial advisors are here to help you make confident decisions around retirement planning, college savings, investment advice, wealth management, charitable giving, estate planning, life insurance, and long term care insurance.

We listen carefully to our clients so that we can make appropriate investment and financial planning recommendations. Whether you are just starting out or looking for direction and insight on existing assets, we can provide guidance on building a broadly diversified portfolio using highly qualified investment managers. We use a prudent, cautious approach because throughout the financial lifecycle, smart decisions lead to better outcomes.

Call today for a complimentary review.