We live in uncertain and rapidly changing times, things can be complex, and it has never made more sense to seek professional financial advice
What kind of advice do you need and who can best provide it?
On the surface, all financial "advisors" tend to look the same, sound the same, and have similar titles. However, a closer look will reveal differences that can significantly impact your bottom line and be the determining factor of reaching your goals, or not
Etzler Financial Advisors was founded by Matthew R. Etzler based on the principle that consumers are best served by financial advisors without conflicts of interest such as the sale of financial products, the receipt of commissions and other sales incentives. We provide objective advice on all personal financial matters; we don’t sell financial products nor do we have any conflicts of interest
Only 9% of all financial advisors in the U.S. act exclusively as a fee-only fiduciary. We are proud to be included in this select group of professionals that put client interests first – the way that it should be
Holistic approach to financial advice
With your goals and objectives as our central focus, we develop a broad perspective that helps you succeed by pulling everything together — cash flow management, taxes, investments, retirement, risk management, and estate preservation
True integration and REAL financial planning
You are the focus of the relationship and your needs and objectives drive the process, not the sale of a product
We help sort through the mass of information, misinformation, and confusion that clutters your path to help you make informed decisions and avoid costly mistakes along the way
Our independent, conflict-free approach is designed to serve you better; help to build, protect, and carry on what’s important
We call it commitment. You will call it peace of mind
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.