Obispo Wealth Management is a financial advisory firm based in San Luis Obispo, California. As a fee-only Registered Investment Advisor (RIA), the company is committed to a fiduciary standard, acting in the best interests of its clients. They specialize in creating comprehensive and personalized financial plans, covering areas such as investment management, retirement planning, tax strategies, and estate planning to help clients achieve their long-term financial goals. The firm emphasizes a client-centric approach, building lasting relationships based on trust and transparency.

Founded in

United States