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Etzler Financial Advisors is an independent, fee-only advisory firm serving individuals and families in Red Bluff, Redding, Chico, and nationwide.
We are proud to be included in the select group of financial advisors that act exclusively as a advice-only fiduciary
We provide conflict-free and sales-free planning, advice, and support for all personal financial matters including retirement, taxes, investments, cash flow, risk management, estate preservation and anything else that impacts your life
Have questions or concerns about your financial present or future
Have concerns about paying too much in taxes
Question your ability to achieve your goals
Seek answers to your retirement questions
Wonder if your resources will support your lifestyle
Question the guidance or value of your current advisors
Want to avoid conflicted advice from bank, brokerage, or insurance representatives
While everyone we work with may be on a different life path and in a different place financially, they all have something in common: they want an advisor they can trust whose advice is not colored by commission payments, conflicts of interest, or investment management. They seek someone to educate them about their options and help them make informed decisions about building and protecting a rewarding and secure life for themselves and their loved ones. The typical people we work with include:
Our relationship-based planning system and web-based technology solutions allow us to provide you with comprehensive guidance to streamline and improve your financial capabilities. We provide a secure, personal financial website that aggregates what you own and what you owe, all in one place, allowing you to see your complete financial picture from anywhere at anytime. All updated daily.
View your total assets, liabilities, and net worth
Know where your money is going
Monitor account performance including your employer's retirement plan
Track progress toward achieving your financial goals
Online Vault for storing documents
Alerts to let you know of important changes and events
Work collaboratively in real-time with your financial planner
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. During the consultation, you will meet with a Certified Financial Planner™ professional to discuss what's 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 how we will help you and what to expect. And because we're fee-only fiduciary advisors, you can be assured that you will receive real advice and planning, never a sales pitch.
Why Choose Us
2130 Main Street, Suite B
Red Bluff, CA 96080
© 2005-2023 Etzler Financial Advisors, LLC
Etzler Financial Advisors, LLC (“EFA”) is a registered investment adviser offering advisory services in the State of California and in other jurisdictions where exempted. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by EFA in the rendering of personalized advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable exemption.