We build rock-solid relationships

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.

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Our Values

There’s no such thing as one-size-fits-all

Client Focus

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.

Providing Personalized Guidance

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.

Building Trust & Confidence

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.

Our Team

The skills and experience to help you grow

Stan Lochrie

Stan Lochrie

Chief Executive Officer
Barb Lochrie

Barb Lochrie

CHIEF OPERATING OFFICER
Benjamin Wright

Benjamin Wright

Partner, Portfolio Manager
Jesse Steele

Jesse Steele

Partner & Investment Advisor Representative
Paloma steele

Paloma Steele

Marketing & Client Services Manager
Jake 3

Jake Scarminach

Investment Advisor Representative
Family Outside

Now you know our team. Let’s get to know yours

Let's work together