About Us

Eric Maldonado, MBA, CFP®, CKA®,

Aquila Wealth Advisors, Owner & Founder

 
 
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I enjoy helping my clients take action on their financial aspirations, stop procrastinating, and gain financial freedom . I often work with business owners and mid-career professionals to help you maximize your profits & income for your family, your values, and your priorities. I help you get clear on your date-specific, dollar-specific financial plan, put together a plan for generous giving, and avoid “the next big mistake.”

 

 

Our Services:

 
 

Aquila Wealth Planning

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  • We will guide you in getting clear on your Purposes, Goals, and Current Financial Big Picture.

  • We’ll implement a regular meeting cadence — Virtual or In-office.

  • We provide Executive Summaries with your Dollar-specific and Date-specific Targets and Action Items.

  • Implementing a Business Profits & Budgeting Cash Storing System.

  • Meetings with Accountants and Estate Attorneys to coordinate around your financial plan.

  • Aligning Employer 401(k)s and other retirement accounts with your financial plan.

  • Transparent annual flat-fee arrangement.

Values-based Investing

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  • We help you align your values with your investments & goals.

  • We partner with TD Ameritrade Institutional.

  • Implemeting all different account types where appropriate: Roth & Traditional IRAs, Individual Roth 401(k)s, Trusts, 529 College Saving Accounts, Donor Advised Charitable Giving Funds. 

  • Percentage of Assets Under Management pricing with break-points and tiered-pricing.

A Quick Start Plan

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What is Financial Planning?

 

“Most people overestimate what they can do in one year and underestimate what they can do in ten years.” ― Bill Gates

Our Fiduciary Statement »