A complete list of active advisors currently associated with SLO Money Managers

Warmer can help you find a great advisor at SLO Money Managers or one who fits your needs even better.

SLO Money Managers is a small, fee-only investment advisory firm that serves individuals (including both non‑high‑net‑worth and high‑net‑worth clients), employer retirement plans, charitable organizations, and businesses. Like many peers, the firm provides ongoing portfolio management and financial planning tailored to clients’ stated objectives and risk tolerance. The firm typically manages client accounts on a discretionary basis using asset allocation guided by modern portfolio theory, and employs a mix of passive and active strategies informed by fundamental, technical, cyclical, and charting analysis. SLO Money Managers also offers both project‑based and ongoing financial planning and can construct portfolios with socially responsible (ESG) considerations when requested. What sets the firm apart for its size is that it serves as a 3(38) investment manager for employer retirement plans, a fiduciary role not commonly handled by very small advisers, and it requires clients to custody assets on Schwab’s institutional platform. The firm began offering advisory services in 2024 and the principal maintains outside real‑estate licensure (and a prior insurance license no longer used for sales), operational details clients may wish to note.

To learn more about the advisors currently working at SLO Money Managers, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.