Our firm, Corvus Wealth Advisors, was born from the combination of two established San Luis Obispo County firms: Garcia Wealth Management Group, founded by Rob Garcia, and Compass Financial Planning, founded by Carolyn Herzog.
We joined forces to bring together...
...and create an exceptional client experience across the personal wealth management, institutional investment management and employer-sponsored retirement plan service offerings. At Corvus, we focus on building long-term client relationships. We seek to understand what is truly important to our clients in order to provide comprehensive and customized advice.
At Corvus Wealth Advisors everything we do is guided by our firm’s core values:
Do the Right Thing
We do what is right - for our clients, our staff and our community.
We listen deeply, ask the right questions and provide transparency.
Create a Positive Environment
We are approachable, constructive and focus on building long-term relationships.
Be Passionate and Committed
We are diligent, thorough and learn continuously.