Our Santa Barbara Advisor Office

We have been managing investments and generational wealth for decades.

We are located in downtown Santa Barbara within Impact Hub, which houses many businesses that also consider the social and environmental impact of their business practices.

Portola Creek Capital, LLC is a Registered Investment Advisor (RIA) headquartered in San Francisco, with an office in Santa Barbara, and clients located across the country.

What We Do

As an investment advisor, we build and manage custom investment portfolios of individual stocks, bonds, and real assets for each client. We choose investments in companies that exhibit both strong growth potential and exemplary environmental, social, and corporate governance programs. This allows us to align our clients' portfolios with their personal values. Portola Creek’s wealth management services include comprehensive financial planning, holistic retirement forecasting, thoughtful decision analysis, liability insurance evaluations, small business consulting, complex tax and estate planning, and next generation inheritance education and planning.

Lean more

We are 100% fee-based, meaning all of our services are included in our investment management fees. We sell no products or other services.

Who We Serve

Our clients are entrepreneurs, company executives, small business owners, artists, educators, and creators who appreciate our work and find us to be of great value for all their financial matters. Our clients have worked hard to accumulate their wealth. Our aim is to protect our clients' wealth while preserving their purchasing power over time.

  • Financial Services for business owners

    For Business Owners

  • Financial Services for Founders

    For Founders

  • Financial Services for Executives

    For Executives

  • Financial Services for Philanthropists

    For Philanthropists

  • Financial Services for Music and Industry Artists

    For Artists

We’ve provided financial planning to people like you for over 20 years. For more information on our services or how to become a client, you can contact us via email at

Or call us on 415-990-9499