Democratizing access to great financial advice.

A Blueprint for Your Financial Future

As your wealth manager, we can help you lay out your dreams
for the future and draft the plan to make them come true.

Founding Wealth MANAGER

Eric Figueroa, CFP®

Available weekends/weeknights

No investment minimum

Special Expertise:
Working Professionals, Young Families
Small Business Owners, Illiquid Wealth
Impact, Values-Based, & Faith-Based Investing

How Hesperian Can Help

We are an independent, fee-only wealth manager based in Folsom, CA, serving the Greater Sacramento area, California’s Gold Country, and the nation virtually. By outsourcing to us, you get that “second opinion” on life’s most important decisions. And you can reclaim more time to enjoy life.

Managing your finances can be overwhelming. But you don’t have to go it alone. We want you to sleep better at night knowing Hesperian Wealth has your back and your finances are taken care of.

View a Sample Financial Plan

What is the value of financial planning? We prefer to show not tell you. Download this sample initial plan based on the same personalized reports we deliver to our clients.

Winning By Not Losing

You deserve an advisor that earns their fee by seeking to protect against the big risks that can slow or stop the compounding of your wealth. We believe our in-depth research can lead to better results.

Be Impactful

Want to invest while making a positive impact?
Or in ways aligned with your values or faith?
Let’s build you a personalized portfolio.

And we want to make a difference along with you:
In addition to providing pro bono planning to underserved members of our community, we donate 10% of our investment management fees to charitable organizations making a difference.

Affordable Advice

We’ve made great financial advice affordable and accessible to anyone:

A comprehensive initial financial plan starts at just $3,000. We then help you implement our recommendations and monitor your progress for a quarterly subscription fee.
We can also manage your investment portfolio for a separate annual fee of 1% or lower. There’s no investment minimum to work with us, and we don’t charge on the first $50K.

Featured in the Press

Hesperian Wealth is a recognized and trusted authority on investment and financial planning topics.

Impactful Videos

The Value of Hiring a Personal Wealth Manager

How to Do Good and Feel Good with Impact Investing

Personalized Portfolios

The College Funding Maze

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.