Our History
Etairos Wealth Advisory was formed to bring financial advisors with similar values together and leverage the experience of a collective group in serving the best interests of our customers.
Our team takes a client-centered and goals-focused approach to wealth planning. Our target clients are people preparing for or already in retirement who would benefit from an in-depth planning process. We listen to understand what needs to be accomplished and tailor the plan to assist in that happening. We guide clients through their high earning years, the runway to retirement, spending in retirement and estate planning services. We accomplish this while paying close attention to the Social Security and health care market outlook.
In working with our clients, we guide them through financial decisions from major purchases to retirement. We start with a 30,000-foot approach and narrow that down to key milestones. Our team enjoys creating financial solutions throughout our clients’ lives.
Our team provides reliable communication, planning and investment experience to everyone’s unique situation. Clients receive a lifelong business relationship dedicated to their success. Our clients can rest assured knowing they are being taken care of, and their best interests are paramount to us.
We understand that each client is unique and requires personalization. It is meaningful for us to make such a large impact on people’s lives. We strive to equip our clients with the financial confidence that comes with knowing their retirement is in order and investments are aligned with their goals and lifestyle.
What makes us unique in the marketplace is our diverse and extensive background in many areas such as 401(k) plans. As a whole, our team has over 90 years of experience as financial advisors, but our secret sauce is being multigenerational. Our team will be here to guide our clients, their children and their grandchildren through the challenges and joys of life. We are dedicated financial advisors for generations.
