Welcome to The Etergino Group

Our business is much more than just money management. At its core, it is life management. To our clients, money represents more than just dollars; money represents security, opportunity, a means of helping their families, and a capacity to give philanthropically. As our clients express both their dreams and concerns about their lives, our mission — connecting wealth with purpose — underscores our commitment to aligning our clients' money with their life goals. Whatever your priorities, we will manage your wealth with them at the center so that you can live the life you want.

Women care deeply about their causes. How they can max out their influence

Ann Marie discusses the importance of charitable giving to high net worth women and how creating a values based philanthropy plan offers an opportunity for financial empowerment, intentionality, and fulfillment to women. Read the article here.

Helping women achieve financial independence amid market volatility

Ann Marie spoke with Barron’s about the importance of authenticity, how we advise our clients in volatile markets, and our focus on supporting women’s financial independence. Read the interview here.

Proud to be a national award-winning advisor

We are honored by these recognitions as they are a testament to the first-class service we deliver, our ability to understand what is most important to each client, and our strong track record of helping clients achieve their goals. The Etergino Group is very proud that Ann Marie Etergino has received the following prestigious awards:

  • Barron's Top 100 Women Financial Advisors Award – 2020, 2021, 2022, 2023
  • Barron's Top 1200 Financial Advisors Award – 2020, 2021, 2022, 2023, 2024
  • Forbes Top Women Wealth Advisors – 2020, 2021, 2022, 2023, 2024
  • Forbes Best-In-State Top Wealth Advisor – 2020, 2021, 2022, 2023, 2024
  • Washingtonian's Top Financial Advisor – 2020, 2021, 2022
  • Financial Times Top 400 Advisor List – 2020

We are also honored to be recognized as a Forbes Best-in-State Wealth Management Team in 2024.

Global Insight 2024 Midyear Outlook

Global Insight Outlook Cover Image - July 2024U.S. debt dilemma: No quick fixes and no catastrophes

The federal government’s debt has doubled since 2015 – and shows no signs of turning around.  Read the Midyear Outlook »

Let's take the next step together

We welcome you to experience the RBC Wealth Management difference yourself. Contact us today to set up a meeting.

Connect with us

We would value the opportunity to learn more about your financial goals and how we can be of service to you.  Please feel free to connect us with family and friends as well.

The Etergino Group

The Etergino Group


We look forward to hearing from you.

Welcome to the Etergino Group

Discover how we connect wealth with purpose.

Latest Insights

Relay runners passing baton

Inside the S&P 500: Time to pass the baton?

While mega-cap tech stocks have dominated U.S. equity performance so far this year, recently the rest of the market has been trying to take the baton. We discuss the main factors needed to make a clean handoff.

Read more

For our latest thoughts on the markets, please see our Etergino Group Market Commentary page.

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