Independence yields innovation.

TKG Financial LLC, headquartered in Santa Barbara, California, is an independent full-service wealth management firm and offers securities, investment advisory services, and insurance products. TKG Financial specializes in creating customized support solutions that allow our advisors to better serve their clients.

TKG Financial

Our Perspective

We believe that investors benefit when their advisors are not burdened with production quotas or incentivized to sell proprietary products, and that advisors shouldn’t have to sacrifice back office support or compliance oversight in order to gain that autonomy. Our advisor support solutions provide investment professionals the tools and freedom they need in order to develop innovative and unbiased financial solutions.

TKG Financial

Our Passion

Our approach, a result of first-hand experience and industry vision, not only defines us but differentiates us. Practicality tempers expectations, but our passion and knowledge yield absolute confidence. We are well aware of the hurdles investors face in today’s economic environment, and strive to overcome them by empowering our advisors who manage their respective investor relationships.

TKG Financial

Our Priorities

We are dedicated to establishing and maintaining successful partnerships with our advisors and our clients as we help them succeed in today’s rapidly evolving financial marketplace. To accomplish this we offer independent advisors a platform that inspires an entrepreneurial approach to investing, and encourages open and ongoing communication.

Aligning Interests

“TKG Financial was founded with the appreciation that success is encouraged by aligned interests. When you approach investing from the most appropriate perspective, you put yourself in the shoes of your investors. The simplicity of true independence provides a realistic path to that perspective.”

*Firm & Advisor background and qualification information available at FINRA’s BrokerCheck.