Delivering insightful advice Building on a foundation of trust

Sycamore Wealth Management Richard H. Long, Lori Ann Daffron, Harrison Thomas Croff, Rachael Michelle Stiny

Sycamore Wealth Management


phone

805-730-3415
805-730-3492



phone

877-874-6701



address

222 East Carrillo Street
Suite 106
Santa Barbara, CA 93101



Trusted financial advice is more important today than ever. As your Financial Advisors, your financial goals are the focus of everything we do. A comprehensive planning approach informs all of our conversations. It helps us learn all we can about you so we can address your most important priorities. And if your circumstances change over time, or new opportunities arise, we adjust your plan to make sure it's on track.

Whether you're looking to build wealth for the future, protect it for the next generation or create a giving strategy for the people and causes that mean so much to you, we are well-positioned with advice and a plan that will give you greater confidence to pursue all of your life goals.


Lori Daffron has been recognized as an industry leader

  • Forbes America's Top Women Advisors, 2018, 2019
  • Forbes Best-In-State Wealth Advisors, 2018, 2019



Insights

Art Cashin on the markets

Art Cashin on the markets

Top of the Morning Podcasts

Top of the Morning daily podcasts