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ELEMENTAL WEALTH ADVISORS
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ELEMENTAL WEALTH ADVISORS



Elemental Wealth Advisors LLC is a fee-only financial planning firm based in San Luis Obispo, California.
We take an educational, collaborative approach in our financial planning and investment processes.Our goal is to empower individuals with the knowledge and skillset to maximize their financial potential.



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The name was founded on the principal of education individuals on the “elements” of financial planning. The more 
clients understand the components of the process, the better discussions we can have.

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What Does Your Financial Pathway Look Like?

Are you near the financial goals you envisioned five years ago? If not, let's talk...
Find out more

Our Services

We take an educational, collaborative approach in our financial planning and investment processes.Our goal is to empower individuals with the knowledge and skill-set to maximize their financial potential.

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Financial Planning

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EWA recognizes that everyone’s financial situation is constantly evolving.  By incorporating a personal financial plan, EWA will provide guidance on all area’s of your financial life, including (but not limited to) budgeting, debt management, investments, insurance, taxes, retirement and estate planning.
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Retirement Plan Services

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EWA can assist in the implementation of a participant-directed retirement plan.
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Investment Management

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EWA understands that investing can be confusing overwhelming.  EWA’s investment management service simplifies the process so that there is a clear understanding every step of the way. 

Contact Us

Email: dan@elementalwealthadvisors.com

3591 Sacramento Dr., Suite 106          San Luis Obispo, CA 93401          (805) 709-8977


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Photos used under Creative Commons from mobituto95, Got Credit, Jim Makos