• MAKE THE MOST OF YOUR LIFE AND YOUR MONEY

    Conflict-free financial and tax advice to help build, protect, and carry on what's important

  • FEE-ONLY FIDUCIARY

    REAL Financial Planning - No Product Sales - No Asset-Based Compensation

    Etzler Financial Advisors is an independent, fee-only advisory firm serving individuals and families nationwide.

    We are proud to be included in the select group of financial advisors that act exclusively as a fiduciary and do not charge an asset-based fee

    We provide 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

  • You're probably in the right place if you...

    Have questions or concerns about your present or future financial situation

     

    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

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    WHO WE WORK WITH

    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:

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    Government Employees

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    Near or In Retirement

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    Career Professionals

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    Employers

  • ARE YOU ON TRACK?

    See your results in 3 minutes!

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    Take Control of Your Financial World

    Manage your financial life on the go

    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

  • FEATURED IN

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  • 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. Unlike most advisory firms, we won’t ask you about the size of your investment portfolio, your net worth, or any financial statements before or during this meeting. Instead, we want to get to know you—your goals, objectives, and concerns. We also want you to get to know us, understand what we do, how we do it, and how we've helped others in similiar situations.

     

    In this meeting, you'll sit down with a Certified Financial Planner™ professional to talk about what truly matters to you. If we’re a good fit and can help, we'll provide a clear, written proposal explaining how we’ll work together and what you can expect. As fee-only fiduciary advisors, you can be assured you'll receive real advice and planning, never a sales pitch.

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