Complete Financial Competitors

We have a full-service financial firm and public accounting firm committed to helping people pursue their financial goals. We offer a wide range of financial products and services to individuals and business owners. We believe you will be better able to identify your goals and make sound decisions to help reach them by our providing sound financial information. Please call us if you have any questions about our firm or the range of financial products and servicesweI provide. Our firm has relationships with a variety of financial service companies. So, if we don't have a service that you need we know a group that does. On your road to financial success, we bring a wealth of knowledge for you in you in your individual/business needs. Call us for an appointment to learn more about the variety of services and strategies we have for you.

For almost twenty years, our team has provided tailored investment and financial planning advice to individuals, families and businesses across the country and internationally. Our five person team of professionals include: W. Scott Mowry, CERTIFIED FINANCIAL PLANNER (CFP®) Iris Porush, Accredited Asset Management Specialist (AAMS®), focused on insurance analysis and planning George Wright, Certified Investment Management Analyst (CIMA®) Shannon Crank, Registered Associate Shelby Holt, Client Service Associate The entire team works collaboratively on behalf of each client to help them achieve their unique goals. Securities offered through Raymond James Financial Services, Inc., Member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Legacy Financial Group is not a registered broker/dealer and is independent of Raymond James Financial Services, Inc. Important Disclosure Information: http://raymondjames.com/smicd.htm Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S. Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

We are a boutique wealth-management firm serving our clients in Santa Barbara County, Ventura County , and West Los Angeles in-person, and nationwide virtually. We offer fee-only advice and nationally-recognized expertise, delivering on the promise of true wealth-management. We are passionate about helping clients live their best life story.