Aquila Wealth Advisors, LLC

Aquila Wealth Advisors, LLC is a financial planner in San Luis Obispo, CA. The firm provides investment advice, tax planning, and business profit maximization guidance for families, business owners, and near-retirees. Serving clients both locally and virtually across the country, the firm maintains a 5.00 rating.

Established in 2017 by Eric Maldonado, CFP®, MBA, the firm operates as a fiduciary, fee-only, and commission-free financial advisory firm. The practice specializes in helping clients eliminate financial procrastination and achieve financial peace of mind through comprehensive financial planning and investment management. The firm's approach involves coordinating with a client's other professionals, such as accountants, attorneys, and insurance professionals, to ensure all finances are organized in one place. Services include actionable advice for business profitability and planning for lifetime retirement income.

Located on Higuera Street, the office is situated near the SLO Hothouse & Cal Poly CIE SBDC and a short distance from Mission San Luis Obispo.

The firm is recognized for its commitment to a fiduciary standard of care, putting client interests first through a transparent and objective compensation method. As a member of the National Association of Personal Financial Advisors, the Fee-Only Network, and the XY Planning Network, the firm brings over a decade of experience to its financial planning and investment management services.

Aquila Wealth Advisors, LLC provides dedicated financial planning and investment management for business owners and retirees in San Luis Obispo.