In 2009, Stan Lochrie left a job with a large accounting firm to found his own practice with his wife Barb. His vision was a wealth advisory firm focused on building relationships, not just the size of the firm. Today, Etesian Wealth Advisors continues that legacy by helping every client manage their investments, retirement plans, and more with a one-on-one tailored approach.
We don’t want to be the largest wealth advisory firm in the region. We want to take the time to get to know your vision for the future. Once we understand that, we go to work finding the best solutions to lead you there, and stay by your side every step of the way.
We understand how much impact financial, estate, tax and investment planning can have on your quality of life. At Etesian you’re not just another client, you are a member of our family, and we’ll always go the extra mile to provide the service and attention to detail you deserve.
Etesian offers a relationship built not only on trust, but also on a tradition of success and integrity on all levels. As a client, you should not have to compromise between the size & stability you need and the tailor-made experience you deserve. With over 50 years of collective investment and client service experience, we have the knowledge and experience to provide sound advice.