Financial Advisory Services locations near Morro Bay, CA

Showing 1–7 of 7 results

Morro Bay, CA has 7 financial advisory services listings across 2 ZIP codes. Details on this page were last refreshed Nov 2026.

Peak Wealth Advisors, Inc.

Financial Advisory Services

📍 1177 Marsh St Ste 110, San Luis Obispo, CA, 93401

📞 805-233-7012

🌐 www.peakwealthinc.com

Peak Wealth Advisors, Inc. is a fee-only Registered Investment Advisor (RIA). Our team of CERTIFIED FINANCIAL PLANNER™ professionals provide comprehensive financial planning and asset management services for individuals, families and businesses. For our business clients we specialize in corporate retirement plans and business exit planning services. As a fee-only investment advisor we do not accept any commissions for the sale of investment products - our compensation is directly from clients for unbiased investment advice and financial planning services.

Peak Wealth Advisors

Financial Advisory Services

📍 1177 Marsh St Ste 110, San Luis Obispo, CA, 93405

📞 805-233-7011

Fee-only Financial Planning and Investment Advisory firm headquartered in San Luis Obispo, CA. CERTIFIED FINANCIAL PLANNER™ professionals.

Swanson Financial

Financial Advisory Services

📍 1028 Peach St, San Luis Obispo, CA, 93401

📞 805-549-0063

Updated Nov 2026

Oibispo Wealth Management

Investment Management Services

📍 1301 Chorro St Ste A, San Luis Obispo, CA, 93401

📞 805-541-6500

🌐 www.obispowealthmanagement.com

Mission Statement At Obispo Wealth Management we Listen to our clients; Develop, Implement and Monitor a financial plan custom tailored to the client's