A simple guiding principle goes a long way: people before portfolios.
Individuals, families, and business owners rely on us to simplify their financial life. We partner with you to build a strategic plan that alleviates the stress in your day-to-day financial life, while looking ahead towards your future. In the end, you receive a clear roadmap that will help you reach your financial goals.
If that appeals to you, then let’s talk.Learn More
Clients choose us because of our collaboration, team structure, and our culture. We’ll serve you and your needs, not ours.
- Financial Independence
- Intelligent Investing
- Small Business Solutions
- Tax Optimization
- Legacy Preparation
Discover your path to financial freedom.
Leverage our disciplined investment process.
Small Business Solutions
Remove the petty stress from your business.
Preserve wealth by minimizing taxes.
Prepare future generations with confidence.
Average years of work experience
Tax returns filled annually
In assets under management
Vivid Financial Management in the Community
Santa Maria Breakfast Rotary Club
Marian Regional Medical Center Foundation
Santa Maria Baseball
“There are a lot of things I’m doing right, but what I’m forgetting is what concerns me.”
“We need someone we can trust to handle the intricate nature of our family.”
“My business is my life, but I’ve neglected various areas of my finances.”
“I have worked hard to get here and want to keep my standard of living.”
Every client has a unique set of needs. We strive to provide guidance and education around why certain solutions may or may not make sense given a client’s situation.
Harnessing the power of thoughtful listening and well-informed questions enables us to act as an advocate for families faced with some of the most dynamic complexities.
Time is your most precious asset. We partner with you to efficiently execute a strategic direction that incorporates both business and personal concerns in unison.
Your financial future is only just beginning, and we will be there throughout it. Our primary goal is to reduce your stress, so you can enjoy what you worked so hard for.