EP Wealth Advisors - San Luis Obispo, California

Ann Dover

My husband and I have been associated with the team at Wacker Wealth Partners for over 20 years. Even in times of market volatility, they have given us peace of mind about our financial security. They have always provided a comfortable, confidential atmosphere for us to talk through our goals and challenges. Wacker Wealth Partners helped us reach the point that we feel confident that we can retire comfortably. Bob Wacker and his team’s expertise, excellent service and commitment are second to none. We highly recommend their services.

Dave Cox

Our confidence in Wacker Wealth Management extends over more than 30 years that we have been connected to this amazing group. Regardless of our life circumstances -- young marrieds, first time parents, fledgling business owners (and ultimately, successful sellers), now happy retirees -- Bob Wacker and his team have given us impeccable service, personal commitment and the expertise that produces peace of mind. This firm is responsive, reassuring and relationship focused. We made a perfect choice many years ago.

David De La Cruz

Wacker Wealth Partners are absolutely amazing to work with. They are a wealth of knowledge and very professional in their delivery of information. We have had nothing but positive experiences with Megan and Stuart from start to finish. They have truly given us peace of mind with financial planning. We highly recommend their services.

Ken Petersen

PEACE OF MIND
Positive, Pro-active, Knowledgeable, Professional, Always putting our financial interests first

My Wife and I have had Wacker Wealth Partners as our Financial Advisors for over 30 years. Now our Son and Daughter have been with them for over 10 years.
We first started with Bob Wacker as our primary Advisor and now we have transitioned to Bryan Krill and Megan Carden as our Advisors.
Wacker Wealth Partners have been with us through all our stages of life from our working years, selling our company, and now our retirement years.
My Wife and I really enjoy working with the entire professional team.
We look forward to our annual reviews and our contacts with them during the year.
Wacker Wealth Partners from our personal experience is the best wealth advisory firm we could ever have.
Thanks to them we have total peace of mind when it comes to our financial future.
Thank You Bob Wacker, Bryan Krill, Megan Carden and your entire team of professional!!!

Casan Callaway

Wacker Wealth Partners does a great job helping families understand their financial priorities and setting a plan to achieve success. We met with several wealth management companies in the Bay Area before re-locating to SLO, and the relationship WWP builds with their clients and community is truly unique from all of our prior experiences. They are accessible for financial analysis to help with life decision-making, they take the time to explain all your questions, and are experts at lining up a comprehensive strategy to meet your financial ambitions (including transparent risk assessment). You can expect professionalism and helpfulness from all touch points within their organization. 5 stars!

David Garth

Wacker Wealth Partners has done work for my organization for years. They combine tremendous technical competence with absolute integrity, an essential combination. I have total confidence that they are making decisions and recommendations that are in my best interest, not tainted by the conflict of interest that many other firms have called "commissions." They also freely share their expertise with non profits in our community, which is the icing on the cake in my book. My highest recommendation.

Paden Hughes

I have experienced the highest level of professionalism and service at Wacker Wealth. Ryan and his entire team are client centered, they are willing to educate, train and consider all goals you have as you plan for your future. My favorite part of working with them was establishing our short term and long term goals and seeing their detailed reporting on exactly what income and asset acquisition we'd need to hit our goals. It was doable, they thought of EVERYTHING and gave me a clear path forward. I also loved our annual meetings where they'd present us an updated report on our family's wealth, like a P&L for our entire lives. Very valuable experience! Worlds above anyone else we've worked with for financial planning.

Sandra Castleman

Wacker Wealth Partners stands for “Safety and Security” in my experience. I am so thankful I was referred to Bob Wacker almost 20 years ago. I had been handling my own investments for over 30 years up to that time and doing quite well. However my life situation had changed and I was looking for a “fee only” reputable Certified Financial Planner to take over the responsibilities. I didn’t trust anyone working on commission to manage my hard-earned assets. I live in the Los Angeles area and I had a good friend who lived up to the San Luis Obispo area. I was visiting her and telling her of my search in 2002 and she mentioned Bob Wacker and said he had a fine reputation and had also been listed as one of the top “fee only” Certified Financial Planners in the Nation. I looked up his references and then met with him. I felt immediately that Bob Wacker and his team was were my answer. Their financial research and understanding of the world financial markets is impressive. They are so professional and helped guide me through my final work years and into retirement so I was in the best position to enjoy my retirement in financial security. I was so impressed with Bob Wacker and his team that I recommended them to my sister after I had been with them for a year. I had been helping her over the years with her investments. She was aware that if I trusted them to professionally and safely manage my investments, that was a good enough recommendation for her and she now has her investment portfolio under their management. We both have the sense of security of having our financial assets under their management now for almost 20 years. They have done a phenomenal job.

A good friend of mine, who had also been handling her own investments for many years, was getting ready to retire and had been meeting with various investment advisors in our area. She never felt that they were listening to her and that they were talking gibberish to confuse her as to their earnestness to work for her best interest instead of only trying to get her into some investments that would earn them commissions. She asked for my advice, and understanding how satisfied I had been for years having my IRA, ROTH and Trust accounts under the management of the” fee only” Wacker Wealth Partners ("WWP") and the important facts for my decision to turn over the management of my investments to them was that the Partners were licensed as Certified Financial Planners (CFP) with a fee only structure and were highly regarded with an exceptional reputation in the Central Coast Area and beyond. My friend then spoke with my personal advisor at WWP and was immediately struck by how quickly the Advisor understood her concerns and explained clearly the services she would be provided with going forward. My friend also made the decision to go with Wacker Wealth Partners and has been so relieved that these advisors she respects have lifted this burden from her a couple years ago and are managing her accounts. She just retired this past week feeling secure that she will have financial independence for the remainder of her life.