Brian Lloyd, Founder and CEO of Painted Porch Advisors, shares how his help-first approach built a $630 million firm, what real client partnerships look like, and how nearly two decades in the industry have shaped what clients need most from their advisors.
Wall Street veteran. Founder at heart. Dedicated to helping people before asking them to become clients.
Brian began his career on Wall Street, working across investment banking, private equity, hedge fund research, and portfolio management before realizing the work that paid the best wasn’t always the work that meant the most. His approach is built on a simple premise: help first. With a focus on meaningful client breakthroughs over transactions, he leads with generosity and curiosity, building lasting partnerships that help clients use money to live fuller lives.
As Founder and CEO of Painted Porch Advisors, a fee-only wealth management firm in Santa Barbara, Brian has grown the firm from a two-person startup in 2019 to a 20-person team managing more than $630 million for roughly 300 households, driven almost entirely by word-of-mouth referrals from clients who experienced the help-first approach firsthand.
