Contact Us

At Fermata Advisors LLC, our goal is to help you become and embrace your best self — and provide you with the superior services you need to run your business without exhausting your time and resources. By doing your best and being your best self, we know you will connect with people out there looking to create long-lasting relationships. Our role is to give you the support to blossom.

Relationship Summary Form CRS | Form ADV Disclosure: The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by Fermata Advisors, LLC, to provide information on a topic that may be of interest. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security. Securities accounts are held through Charles Schwab and TD Ameritrade, Member FINRA/SIPC. Advisory Services offered by Fermata Advisors, LLC doing business as Rich Financial, a registered investment advisor. Fermata Advisors, LLC, Sonoma Wealth Advisors and Rich Financial are is a separate unaffiliated legal entities from Charles Schwab and TD Ameritrade.