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 products, earn commissions, accept or receive compensation from any source other than our clients
You're probably in the right place if you...
Worry about your financial present or future
Feel you're 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 value of your current advisors
Question the conflicted advice from bank, brokerage, or insurance representatives
What's Your Financial Health Score?
Get started on your own, with a complimentary Financial Health Quiz
Whether you are looking for an advisor immediately, or just beginning your research, it’s helpful to know how you stand. This quick, 5 minute self-help tool will systematically assess your current situation and highlight potential improvement opportunities for you!
Help to plan your journey and achieve milestones, change direction when needed, and support for everything life brings your way.
Independent fiduciary guidance to help you maximize plan efficiency, ensure compliance with ERISA’s standards and offer a best‐in‐class retirement plan for your employees.
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.