WHAT KEEPS YOU UP AT NIGHT?
Worry less... enjoy more
No Product Sales
Just the Conflict-Free Advice You Need
Etzler Financial Advisors is an independent, fee-only advisor
We hold ourselves to the highest fiduciary standard
What does this mean for you?
It means we always operate in your best interest and provide conflict-free advice
We do not sell any products, earn commissions, accept or receive compensation from any source other than our clients
You're probably in the right place if you are...
Worried about your financial present or future
Concerned that you're paying too much in taxes
Overwhelmed by the amount of information available
Questioning if you're on track to achieve your goals
Wondering if your resources will support the lifestyle you want
Wondering where the money will come from to fund your retirement
Questioning the value of your current advisors
Skeptical of conflicted advice from bank, brokerage, or insurance representatives
We have a fiduciary responsibility to always act in the best interest of our clients. Only 9% of all financial advisors in the U.S. act exclusively as a fee-only fiduciary (Source: Cerulli & Associates). We are proud to be included in this select group of professionals that put client interests first.
We do not sell products or receive commissions, kickbacks, or incentives of any kind ensuring objective, conflict-free advice. The only compensation we receive is paid directly from our clients. We provide on-going professional advice for a flat fee based on the scope of work.
We have over 25 years of experience helping people achieve their most important life goals. We incorporate expert tax advice into our planning, as taxes are an integral part of most financial decisions. We hold the following designations:
We believe everyone benefits and deserves access to professional financial advice - regardless of age, assets, or income. Personal finances can be intimidating, confusing, and time-consuming. We seek to empower people to take control of their life by providing meaningful guidance in a language they can understand.
We use some of the most advanced technology available today to keep clients informed on a timely basis and make better planning decisions. Whether local or thousands of miles away, clients can collaborate with us online to advance their financial objectives.
We're not affiliated with any bank, brokerage, or insurance company. Our independence allows us to seek the very best solutions for our clients and our objectivity is never compromised by the influence or constraints of some parent or affiliate company.
Entering into an advisory relationship is an important decision that has significant lifelong implications. For this reason, we offer a no-charge, no-obligation introductory consultation in person, by phone, or online. During the consultation, you will meet with a seasoned Certified Financial Planner™ to discuss what is important to you. If we're in a position to help you and we're a good fit, we'll provide you with a written proposal that outlines what you can expect from our relationship. And because we're fee-only fiduciary advisors, you can be assured that you will receive 1) real advice and planning, never a sales pitch; 2) a prudent process; and 3) a holistic approach to your situation.