Reduce Risk, Increase Reward

Our Core Values

At DirectAdvisors, we have one singular focus: The financial health of your business and employees.

INTEGRITY

We treat everyone with respect. And we stay independent—no conflicts of interest here.

SERVICE

We see a client request as a welcome opportunity to show how much we care. We answer the phone. You’ll know the team well.

GROWTH

We are here to help you grow. We will teach you how to make better financial decisions both personally and professionally.

COMPLIANCE

We strive for compliance with both the letter and the intent of the law. We stand behind our work and will defend it at our own expense.

Are you a merit shop construction company subject to the Davis-Bacon Act, Service Contract Act or state prevailing wage regulations?

WE WILL:

  • Determine and design the appropriate bona fide benefit structure.
  • Administer health and welfare insurance benefits.
  • Administer supplemental unemployment, paid time-off, training and savings benefits.
  • Integrate your bona fide benefit plan with your retirement plan.

Do you need an ERISA fiduciary to consult with you as you navigate retirement plan options for your employees?

WE WILL:

  • Design and manage your plan.
  • Assist with the oversight of your plan’s service providers and platforms.
  • Provide fiduciary investment management, governance and stewardship.
  • Lead participant education efforts and offer one-on-one advice.

Our Expertise

Caring for your employees and for your bottom line can be complex. We help you balance the two and gain peace of mind.

DirectAdvisors is an independent, fee-based firm specializing in two areas: Prevailing Wage Solutions & Fiduciary Services.

Meet Our Team

Where you see obligation, we see opportunity.

In fact, our team brings together more than a century of combined professional experience in developing fringe benefit plans and providing retirement plan guidance to benefit your organization and your employees.

Tom Santa Barbara

Tom Santa Barbara

President

Jeff Bennett

Jeff Bennett

Co-Founder

Catherine “Kitty” Kilmer

Catherine “Kitty” Kilmer

Chief Operating Officer

Jeff Ricchiuti

Jeff Ricchiuti

Chief Investment Officer

Travis Santa Barbara

Travis Santa Barbara

Chief Administrative Officer

Connor Walton

Connor Walton

Trust Analyst

Latest From Our Blog

DirectAdvisors – Vanguard Video Podcast: What To Do When Markets Drop 20%

DirectAdvisors – Vanguard Video Podcast: What To Do When Markets Drop 20%

Stock market drops of 20% or more are an unfortunate fact of life for investors, and can be expected to happen once or twice a decade. If you sell when prices are falling, you may miss out on a recovery. Since no one knows when the recovery will start, or how long it will take for the market to bounce back, it is important to stay the course.

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DirectAdvisors Participates in Adopt-A-Family Program

DirectAdvisors Participates in Adopt-A-Family Program

DirectAdvisors is excited to help spread Christmas cheer this holiday season through the Adopt-A-Family Program! It is an honor to give back to our community, and to help those in need. We truly enjoyed preparing all of the gifts, and hope they help make for a special Christmas morning for the family.

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Tom Santa Barbara Speaks at Dannible & McKee’s Construction Conference

Tom Santa Barbara Speaks at Dannible & McKee’s Construction Conference

Tom’s presentation — entitled “Prevailing Wage Supplements: The Dos and Don’ts” — discusses the steps you can take to strike the balance between employer competitiveness and employee satisfaction, while remaining compliant. Tom will also discuss the new fringe supplement transparency rules and how to utilize annualization to your benefit.

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