Financial Consultants in San Luis Obispo

““

“I have been working with Art and Blue Marble Investments for about 20 years and I could not be happier. I chose Blue Marble because their values align with mine and I want to make sure my investments are making a difference and not causing harm. I recommend them without hesitation.“

“I never realized how negative my relationship with money actually was until I sat down with Lance. As my financial advisor for the past 6 years, he has given me a tremendous amount of peace of mind knowing that we have a solid plan in place that’s more focused on my life goals and less focused on a specific $$ amount. He constantly helps temper my emotions during all the highs and lows of the market and is always there for me when important life decisions need to be made. Most important of all is my trust in Lance. As a fiduciary, I know that his motivations are 100% aligned with mine.“

““