1. Mercer Advisors - Santa Barbara

1. Mercer Advisors - Santa Barbara

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Santa Barbara, CA

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Mercer Advisors - Santa Barbara

3.6 (5 reviews)
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Services - Mercer Advisors - Santa Barbara

Investment management

Tax planning

Audit and conflict resolution support

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Allen Wealth Management - Craig D. Allen, CFA, CFP, CIMA, Founder & President of Allen Wealth Management

Allen Wealth Management

(1 review)

I would give a negative rating if I could. Craig Allen is the most unprofessional person I have…read moreever met in my entire life. You can find more professional people at Walmart. It's sad to see a firm completely neglect the most important aspect of any business, which is their customers. Please do not use Allen Wealth Management. I would not trust this firm with my lunch money. There are plenty of other financial advisors that are more qualified, more professional, and will deliver a far superior product. If you truly care about your financial well being I would avoid Allen wealth management at all costs. I really hope you take this review to heart and decide to take your business elsewhere. These are scary times so hire a firm that makes an effort to understand your financial position and delivers on their company promise.

From the owner: Allen Wealth Management offers Financial Planning, Investment Management, and Business Consulting…read moreservices. We specialize in developing comprehensive financial plans and then implementing those plans, including formulating, designing, implementing, and monitoring investment strategies. We also provide a wide array of business consulting services, including writing business plans, presentations (decks), financial modeling, PPMs, and many other documents to assist entrepreneurs through the funding process and to build a successful business. We can also serve as an Interim CFO to support early-stage businesses.

Mercer Advisors - Santa Barbara - financialadvising - Updated July 2026

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