Helping Our Clients Envision, Empower and Enrich Their Lives!
Who We Are
We are an independent and locally owned advisory firm with Santa Barbara roots dating back to 1969. For nearly half a century, we’ve been working hard to build and earn our community’s respect, loyalty and continued confidence. Our unique value proposition is to be the single point of contact for all investment, insurance, and employee benefit complexity that you, as either a family or small business owner, will encounter.
Our local Santa Barbara firm understands the unique challenges you face in managing your business and family’s financial affairs. To make the experience of working with our firm a professional and enjoyable one, we’ve developed a culture of bringing positivity and passion to everything we do. Our entire process, The Clarity and Confidence SolutionTM, is custom tailored around your specific needs with the objective of providing maximum value and results to your family and/or business.
Core Values
Our Purpose
- We live out the Golden Rule:
Do unto others as we would have them do unto us. - We take responsibility for control of our time:
We are intentional and proactive with each day. - We are committed:
We are striving to become the best version of ourselves.
To consistently deliver our Clarity and Confidence SolutionTM which enables the envisioning, empowering, and enriching of our clients’ lives.
Our passion lies in fostering deep lifelong relationships with our clients by providing comprehensive investment and insurance solutions that support both business and personal financial objectives.
Core Values
- We live out the Golden Rule:
Do unto others as we would have them do unto us. - We take responsibility for control of our time:
We are intentional and proactive with each day. - We are committed:
We are striving to become the best version of ourselves.
Our Purpose
To consistently deliver our Clarity and Confidence SolutionTM which enables the envisioning, empowering, and enriching of our clients’ lives.
Our passion lies in fostering deep lifelong relationships with our clients by providing comprehensive investment and insurance solutions that support both business and personal financial objectives.
What We Do
Personal Planning
Business Planning
Testimonials
“The Demboski & Chapman team has provided me with professional and above-the-call-of-duty expertise over the years. Money, investments, retirement and insurance are all terrifying subjects to most of us, especially with so much uncertainty and scams in today’s world. Knowing that they “have my back” is truly priceless and there aren’t enough words to express my deepest gratitude.” I can’t say enough about John personally – he’s brilliant with finances, impeccable with his word, and of highest integrity. But most of all he is truly a kind, caring human being with a big heart and soul- a rarity in today’s world.”
“We have never been as organized and aware of our investments as we are now, and we have Demboski & Chapman to thank for that! The entire team is wonderful to work with! They have strong, obvious ethics, honesty and integrity and they are patient with our many questions. John especially has cutting edge knowledge of the various products and an outstanding way of explaining them to us and which ones would suit us best. He truly loves what he does, has a joyful and grateful outlook on life, so if you are looking for help, Demboski & Chapman should be a unanimous choice!”
“I think Demboski & Chapman is a rare gem, and feel lucky to be their client! I am feeling so much better about our family’s finances and future and I have John and his team to thank! I feel deep gratitude for this sense of relief.”
“I can honestly say I don’t know where I’d be today if it weren’t for John and his team helping me with my finances, especially now that I’m retired. This area of finance and insurance is absolute Greek to me so I truly appreciate that everything is explained in detail. I always feel so welcome in the office and I know that they are watching out for my best interests!”
“Our relationship with Demboski & Chapman began when they provided insurance options for one of our small businesses. Our trust in them evolved to support both of our businesses as well as our personal finances. They have always gone above and beyond to strategically plan for us which supports our yearly and long term goals.”
The testimonials above have been provided by current clients, there were no cash or non-cash compensation paid for providing the testimonials and there are no material conflicts of interest. Each clients’ experience is unique and may not be representative of all customers. We are grateful for each client we have the privilege of servicing.