Tarbox Family Office, Inc. Email Format
Financial ServicesCalifornia, United States2-10 Employees
Tarbox Family Office, Inc. operates as a fee-only financial services firm offering comprehensive financial planning and wealth management for a selective client base of high-net-worth families and individuals across the United States. It is based in Newport Beach, California, and was founded in 1985, maintaining a small team to serve its clients. The firm emphasizes independence in its client work, stating it serves clients rather than brokerage firms, trusts, or public shareholders, and does not sell products or benefit economically from recommendations. It describes its approach as creating tailored, comprehensive solutions and delivering disciplined, institutional-grade management for client assets. Clients work with an experienced, multi-disciplinary team to pursue their objectives, and the firm actively advocates for clients' best interests in all matters.