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Etzler Financial Advisors is an independent, fee-only advisory firm with roots dating back to 1982. We provide unbiased and objective consulting services within three main practice areas:

  • Retirement plan services
  • Investment and fiduciary consulting services
  • Financial planning

We serve as a fiduciary to our clients. We are not affiliated with any broker, bank, accounting firm, law firm, or insurance company. We do not sell any products, receive any commissions or third-party compensation, only the fees paid directly by our clients. The advice you receive from us is objective and in your best interest.

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Selecting Your Financial Advisor

Selecting the right financial advisor for yourself is one of the most important decisions you can make. For a guide to selecting your financial advisor, click here >>

SECOND LOOK

An Objective Second Opinion

Etzler Financial Advisors offers Second Look, an objective evaluation of an investment recommendation, an existing financial plan, a financial product or a specific financial situation. You don't need to be a client to take advantage of Second Look. For more information, click here. >>

DISCOVER YOUR RISK TOLERANCE

Complimentary Risk Profile Report

Want a better way to determine your personal financial risk tolerance? We use psychometrics, a scientific discipline of blending psychology and statistics to test for risk tolerance. Using advanced risk profiling can help you make more informed decisions about your investment needs. For more information, click here. >>
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