The Tarbox Group, Inc. is a fee-only wealth management firm providing comprehensive financial planning and investment management services.

The Tarbox Group is a registered investment advisor based in Newport Beach, CA. Founded in 1985, we work with a select group of wealthy families and individuals across the United States.


The Tarbox Advantage

We are active advocates for our clients

  • We work for you – not for a brokerage firm, trust company, investment bank, or public shareholders.
  • We do not sell any products or benefit economically from any investment or other recommendations.
  • We are experts in building and implementing tailored, comprehensive financial solutions for each family.
  • We provide disciplined and customized institutional-grade investment management.
  • You work directly with our experienced, multi-disciplinary team to accomplish your objectives.
  • We actively advocate for your best interests in all matters.