Local. Trusted. Experienced…

With 25 years of experience helping families navigate the turbulence of various market conditions, our office is well positioned to address your life changing financial needs and goals. Located in the heart of Five Cities near San Luis Obispo and Santa Maria, just off the 101 at 708 Grand Avenue in Arroyo Grande, we are easily accessible and readily available with answers to your financial questions and investment objectives.

Our Financial Advisors are long standing members of the Dave Ramsey SmartVestor program.  We have helped countless SmartVestor referrals through time-tested methods of success.  Whether you're an experienced investor seeking added value and expertise, or a new investor needing a plan to get out of debt and start saving for the future, let us help you with our disciplined process and investment choices based on your personal goals, time frame, and risk tolerance. 

With the many questions that can come with investing, we can reduce your concerns and worries with situation specific advice and help you identify opportunities you may not be aware of – all in an effort to help make your life easier.  From IRAs and 401k Rollovers to Trust Accounts and Inheritance Planning, our Investment Management Services will be there to help you each step of the way as you pursue your personal financial goals.

For a down-to-earth, grounded, practical approach to your financial management, where clients feel more like family and lifelong friends, entrust us to help you with what's most important to you. With special experience and insight to offer small business entrepreneurs and retirees, we can help from the start of your career through retirement, along with everything in between and thereafter.

SmartVestor is an advertising and referral service for investing professionals (“SmartVestor Pros”) operated by The Lampo Group, LLC d/b/a Ramsey Solutions (“Ramsey Solutions”). Pursuant to an arrangement between Ramsey Solutions, Raymond James Financial Services Advisors, Inc. (“RJFSA”) and your advisor, your advisor pays Ramsey Solutions a flat monthly fee to: (a) be a SmartVestor Pro, (b) advertise services through the SmartVestor website, and (c) receive client referrals in the form of an initial introduction to interested consumers who are located in your advisor's Pros geographic region. RJFSA and its affiliates (collectively, “Raymond James”) do not endorse and are not affiliated with Ramsey Solutions, except with respect to the arrangement described above, and neither Ramsey Solutions nor its agents are officers or employees of Raymond James. Further, neither Ramsey Solutions nor its agents are authorized to provide investment advice or act in any way on behalf of Raymond James, except in connection with providing your contact information to your advisor.

The stock market is designed to transfer money from the active to the patient.
Warren Buffett