SANTA BARBARA — Local financial planning firm Arlington Financial Advisors marked a major milestone in the company’s growth in December: surpassing $1 billion in client assets.
The achievement comes as the company celebrates its 13th year in business serving the Santa Barbara community. Members of the Arlington Financial team, including partners Joe Weiland, Arthur Swalley, John Lorenz, Dianne Duva, Wells Hughes, and Cody Makela, celebrated the firm’s accomplishments with clients and friends recently at their historic offices on De la Guerra.
“I am immensely proud of the results that our team has been able to achieve. I am particularly proud of the fact that we have reached this milestone one client at a time,” said Managing Partner Joseph Weiland, CFP. “We formed this firm in 2010 to allow our team to provide trusted advice and financial peace of mind for our clients. They have responded with loyalty and sharing our services with their family and friends. There is no better way to build a business.”