Etesian Sailboat

A personal approach to growth

As a boutique advisory firm, we have a distinct advantage over larger wealth management groups: the time and resources to provide a personal partnership that places your goals front and center.

Who We Are

Putting people first since 2009

We were founded on the idea that the people we work with are far more important than the size of our practice. We’ve carried that philosophy into everything we do here at Etesian.

Investment Management

Fiduciary standards built on trust.

As a fiduciary, we do not receive a commission from anyone for purchasing their stock, which means the only person guiding our decision making is you.

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Financial Planning

Guidance that’s built around your goals

A good financial plan is like a roadmap: it helps you see where you’re going, prepare for the twists and turns along the way, and keep the destination in mind. We help every client develop a financial plan that provides comfort, confidence, and peace of mind.

Family Kitchen

Ready to secure your future?

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