Partnervest Financial Group, LLC Email Format

Financial ServicesCalifornia, United States11-50 Employees

Partnervest Financial Group, LLC operates as a registered investment adviser based in Santa Barbara, California. It supports financial advisers who want to start their own practice or join an existing one by offering portfolio management, back-office support, customized technology, business development, and compliance services. The firm emphasizes adviser empowerment and a culture that values diverse perspectives and aims to foster meaningful client relationships. As an SEC registered investment adviser, Partnervest provides an open platform with freedom of investment choice, access to alternative investments for qualified investors, and risk-based models through the STAR Spectrum Program. This structure is designed to help advisers grow their practice while maintaining a fiduciary standard. In October 2020, ChangePath acquired Partnervest Advisory Services.

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