SANTA BARBARA, CALIFORNIA
Fee-only financial planning, built right here on the Central Coast
Founded in 2019, Painted Porch Advisors is a local Santa Barbara wealth management firm. Our financial planning team blends deep expertise with a human approach to ensure your wealth supports the life you actually want to live.
We love our Santa Barbara Community and the conversations that we are having here.
Rooted in Santa Barbara
Financial Advisors on the Central Coast
Founded Right Here in Santa Barbara
Local Events Hosted
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Fee-Only Fiduciary
Leadership
Setting the vision and holding the line on what matters.
Brian Lloyd
Brian founded Painted Porch in 2019 with a vision to align financial wellness with what truly drives enduring happiness. After years in New York finance, he found his home in Santa Barbara and built a firm dedicated to unleashing human potential — for clients, team, and community alike.
Dana Weymouth
Dana leads team development and operations at Painted Porch, drawing on years of growing teams and running CRM technology. A Westmont College graduate, who was born and raised in Santa Barbara. He coached youth soccer in Santa Barbara for over 20 years.
Your Wealth Advisors
Holistic planners who go beyond portfolios to plan a meaningful life.
Katie Newell, CFP®
A California native and CERTIFIED FINANCIAL PLANNER®, Katie brings over a decade of private banking and asset management experience. She's active in the Santa Barbara community — volunteering at the Sea Center, hiking coastal trails, and helping clients navigate life transitions with clarity.
Justin Vlaanderen, CFP®
A CERTIFIED FINANCIAL PLANNER® with an unquenchable curiosity for the technical details, Justin loves diving deep into analysis and watching his clients flourish. A Colorado State grad now based in Santa Barbara with his wife and two dogs, he's also an oil painter of atmospheric landscapes.
Grace McClellan
Grace earned her BA in Global Economics from UC Santa Cruz and completed Wharton's Financial Analytics program. Now based in Santa Barbara and pursuing her CFP®, she's passionate about helping people make confident, informed financial decisions.
Gregg Hackethal
A 40-year resident of Santa Barbara, Gregg brings nearly four decades of experience managing investments for institutions, individuals, and family trusts. A former trustee of the Santa Barbara Museum of Art and current trustee of the Santa Barbara Symphony Endowment, he's deeply woven into the community.
Client Experience
The people who make sure every detail of your experience is seamless.
Craig Schmitt
A Wisconsin transplant who happily traded snow for Santa Barbara sunshine, Craig brings empathy and care from his prior work in the legal field. He plays a key role in supporting our clients and our community — and he's significantly more cheerful since leaving bankruptcy law behind.
Brett Reeves
A Chico State psychology grad who came to Painted Porch from the wine industry, Brett brings empathy, vulnerability, and a love of community to everything he does. A lifelong musician and Santa Barbara local, he's all about creating real connection — with clients and colleagues alike.
Our Santa Barbara office.
Just off La Cumbre, easy to find, and always coffee on. Drop in or schedule a meeting
Working with Painted Porch in Santa Barbara
What clients usually want to know before that first conversation.
Where is Painted Porch Advisors located in Santa Barbara?
Our Santa Barbara office is at 115 S La Cumbre Lane, Suite 201, Santa Barbara, CA 93105. We're a short drive from downtown and easy to reach from anywhere on the South Coast.
What does "fee-only fiduciary" mean?
It means our compensation comes directly from clients — never from product commissions, kickbacks, or referral fees. As fiduciaries, we're legally and ethically bound to put your interests first, every time.
Do I need a minimum amount of assets to work with you?
No! We work with a range of clients — from individuals just starting to build wealth to families managing multi-generational portfolios. Help First meetings are always free, so we can talk through whether we're a good fit.
Can I meet the team in person?
Absolutely. Our La Cumbre Lane office is open Monday through Friday, and we love hosting clients in person. We also gather as a team throughout the year and host Community events.
How do I schedule a meeting?
Call us at (805) 567-4288, email in**@******************rs.com, or use the being the journey at the bottom of page. We'll set up a no-pressure, no-pitch first conversation — in person at our La Cumbre office, by phone, or by video.
Pull up a chair.
Let's get acquainted no sales pitch, no pressure. Just genuine help, the way we'd want it for ourselves.
Begin the Journey