Hillcrest Financial Group is an independent, fee-based RIA based in Thousand Oaks, CA, We've been helping families and business owners build long-term wealth since 1985.

We exist because we think people deserve better than what most of the financial industry offers. No proprietary products. No commission-driven recommendations. No fine print. Just fiduciary advice, disciplined portfolio management, and a team that picks up the phone when markets get volatile — not after.

Our investment approach is built around low-cost ETF portfolios, macroeconomic research, and risk-adjusted asset allocation designed for full market cycles. 

On the planning side, we coordinate retirement income strategies, tax planning, estate coordination, and insurance reviews — because isolated advice creates blind spots.

Our team includes multiple CFP® professionals and advisors with deep roots in the Conejo Valley community, from Habitat for Humanity board service to youth coaching to local chamber leadership. We believe in being part of the community we serve, not just doing business in it.

If you're looking for a second opinion on your investments or wondering whether your current advisor is really working in your best interest, we're always happy to have that conversation.

Your financial goals and circumstances are not only unique, but they are also ever changing. That's why we customize the way we work with you based on your needs and complexity. Whether you are just starting out or you are in your retirement years, we can provide guidance and expertise to help you make sage and well-informed financial decisions.

We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.

Hillcrest Financial Group

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