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Wealth Management Solutions Unique As You

We help clients with all aspects of their financial life, providing clarity and a path to financial wellness.

Investments. Insurance. Education Savings. Retirement. Estates. Trusts. 401k Plans. Business Solutions.

Treating Every Client Like Our Only Client

We are multi-faceted, focused on client satisfaction through the delivery of exceptional financial solutions unique to each client. Our seasoned financial professionals help our clients implement resilient financial plans that maintain the flexibility to adapt to life's unpredictable road. Our comprehensive financial solutions to optimize what you've worked so hard to earn and save.


One user friendly portal to see exactly where you are today and where you are headed. View all financial accounts, including Etico investments, 401k, bank, credit card, and loans. Experiment with "What If" scenarios in real time. Connect with your advisor whether in your advisors office or at home.


We build unique investment portfolios no matter what stage of life you find yourself. We match investments to your risk tolerance to help avoid the trap of buying on euphoria and selling on fear. Etico has a dedicated and experienced investment team working with your advisor to keep the pulse on what is moving investing markets.


We work with our clients to build a foundation for financial success. Then we plan for the expected - and the unexpected for whatever the future may hold. Our goal is to take the uncertainty out of your financial life to allow you to focus on what matters most - living life on your terms. Let us do the heavy lifting.

Financial Wellness On Your Terms

Set Financial Goals Dynamically. Track Progress In Real Time.


Optimal outcomes require a cohesive solution that is both repeatable and flexible. Great financial plans start with a holistic view of your finances, goals, and time horizon. We turn your goals into action with the flexibility to adjust as life unexpectedly changes. We are with you every step of the way.


Comprehensive Investment Portfolio Solutions

Etico embraces an open architecture approach for investment solutions empowering our financial professionals while offering a full suite of quality investment portfolios. We have access to risk-based investment strategies that are managed in real-time and dynamically adjusted as market conditions inevitably change. We are continuously monitoring investment markets, analyzing investments, developing unique portfolios, and is always available to make sense of complicated of investment markets.


In-House Investment Team

Proprietary Strategies

Strategic & Tactical Portfolios

Investment Team Access


Investment Solutions >

Refreshingly Different 401K & HSA Plans.

A retirement plan solution that prioritizes cost efficiency, innovative investments and as an ERISA 3(38) fiduciary can reduce employer liability.

Business Meeting

Intuitive Turnkey Platform
Cost Efficient
Intelligent Investments

Data on a Touch Pad

Learn how we can help design a path to financial wellness.

Start A Conversation

Get a free and confidential analysis of your financial situation and investment portfolio. We take a refreshingly different approach, holistic with no pressure, no sales gimmicks, transparency throughout the process to financial wellness.

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