fee-only Fiduciary Financial planning & Values-based investing

 
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"Our aim is to help integrate faith and finances for business owners and their families, in San Luis Obispo and beyond." - Eric Maldonado, Owner, CFP®, MBA, CKA®

Our Services

Biblically-principled Financial Planning and Values-based Investing. 

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What Is a Fee-only Fiduciary?

As a fee-only Registered Investment Advisor (RIA) we have a fiduciary duty. We are called to the highest standards of care and to act in the utmost good faith of our clients.

Our Fiduciary Statement »


Weekly Insights

For those interested in our thoughts, ideas, and interesting findings.

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Our Practice

We're here for you.

 

"... When Priscilla and Aquila heard him, they invited him to their home and explained to him the way of God more adequately."

— Acts 18:26 (NIV)