Aquila Wealth Advisors, LLC

$ • Financial Planners, Financial Advising, Investing

872 Higuera St, San Luis Obispo, CA 93401

About Aquila Wealth Advisors, LLC

Aquila Wealth Advisors, LLC, led by owner and certified financial planner Eric Maldonado, offers financial planning and investment management services to business owners and near-retirees. Based in San Luis Obispo, CA, the firm operates as a fiduciary, providing commission-free, fee-only advice. Clients appreciate Eric's thoughtful and knowledgeable approach, particularly when navigating complex financial situations like student loan repayments. Reviews highlight his ability to simplify financial concepts and provide valuable insights that empower clients. Small business owners especially value his dedication and support, finding his advice instrumental in fostering growth and success. Overall, Aquila Wealth Advisors is highly recommended for anyone seeking reliable financial guidance.

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Reviews for Aquila Wealth Advisors, LLC

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  • Dec 2024

    I recently reached out to Aquila Wealth for advice on managing student loan repayments. Eric was extremely thoughtful and knowledgeable about my loan situation, and gave me advice which really helped me better understand my options for repayment. Even though I wasn't in a position to make an investment, he still took the time to help me understand my financial situation and give me some peace of mind.

  • Dec 2022

    We are so very thankful that we met and hired Eric to help us grow our small business! Every meeting is jammed packed with nuggets that honestly we can not put a price tag on! Eric is smart, wise and cares about small businesses and partners with them to ensure success! We highly recommend Eric's services for your business needs. You won't regret it!

  • Feb 2022

    Working with Aquila Wealth Advisors has been a pleasure. I was hesitant because I know nothing about financial planning however Eric made the process easy to understand. He laid it all out, he is very knowledgeable, and works with your best interest in mind.

Hours

Monday: 9AM - 5PM
Tuesday: 9AM - 5PM
Wednesday: 9AM - 5PM
Thursday: 9AM - 5PM
Friday: 9AM - 5PM
Saturday: ClosedSunday: Closed

Tips

by appointment only

Location

872 Higuera St, San Luis Obispo

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