Get a Financial Plan Completely Free
Many advisors charge steep fees before showing value.
As a fiduciary firm, we start by giving you clarity — no strings attached. If you decide we’re the right fit afterward, great. If not, you’ll still walk away with a complete plan.
Ready to see your plan clearly?
No cost, no obligation — Just clarity
1502 Spring St. Suite #D
Paso Robles, CA
(805) 504-1952
15+ Years Licensed Advisor
$100M+ Assets Guided
Independent RIA
Fidelity Custodian
We might be the right fit if you’re thinking…
“We’ve worked 30+ years and need to make sure it lasts.”
“I’ve sold a business or property and need a smart plan for the cash.”
“I just inherited money and don’t want to screw this up.”
Real Advice That Actually Solves Problems
Portfolio management & market navigation — disciplined, evidence-based approach.
Tax-smart investing & withdrawals — keep more of what you make.
Estate-conscious planning — accounts titled right, beneficiaries updated.
CPA & attorney coordination — we bring your team together.
Clear, ongoing plan — so you can stop worrying and enjoy your life.
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Step 1
CLARITY CALL (30 Min)
We learn about your situation and confirm we’re a fit.
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Step 2
PLAN & PRIORITIES (60 Min)
A deeper dive: tax plan, investments, estate, cash flow.
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Step 3
IMPLEMENT & MONITOR
We handle the setup and coordinate with your CPA/attorney.
Eric Hallin founded Oak & Vine Wealth Management to bring clarity and confidence to life’s biggest financial decisions. With more than 20 years of experience and over $100 million in assets managed, he serves as a trusted guide through business exits, retirement transitions, and generational wealth planning.
A lifelong Central Coast local, Eric lives in Paso Robles with his wife and two kids. He serves as Vice Chair of the Boys & Girls Clubs of Mid Central Coast and prefers to spend his free time in the great outdoors with his family, coaching youth sports, and golfing with friends.
About Us
Frequently Asked Questions
Q: So do you just manage investments?
A: No — investments are just one piece. We build plans for tax efficacy, align estate documents, and coordinate with your CPA and attorney. If all you want is someone to pick funds, we’re probably not the right fit.
Q: What happens on the first call?
A: We get right to the point — your top financial question and whether we can help. If we’re not a fit, we’ll tell you right away.
Q: How do you charge?
A: Simple, transparent fee based on assets managed — no commissions, no hidden products.