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Earning your trust is our top priority.

In many ways, the personality, values and professionalism of your financial advisor are as important as their investment acumen. You need to be comfortable with them, have a strong sense of trust and be able to engage in productive discourse. Truth is, you actually need to kind of like your advisor because, hopefully, you’ll be working with them for years. You’re also trusting them with your future, which is a very big deal.

When you need us, you get us.

At ETA, building relationships with our clients is a top priority for us. So we take the time to get to know you and understand your life and your goals. Then, and only then, can we work together to build a plan for the future. How do we do this? Here are just a few of the ways:

We’re down to earth.

Lots of advisors and financial professionals like to talk big and use language that their clients might or might not understand. At ETA, we speak your language. We’re down-to-earth, easy to talk to and make sure you understand everything that’s going on with your plan and your money.

You always get us.

When you call us, you get us. Not some customer service rep who knows nothing about you or your account. To us, financial advising is a personal business before it’s a numbers business. So when you need to talk to someone, you talk to a person you know and who knows you.

We’re always available.

You don’t have to schedule a meeting weeks in advance to get a sit-down with us. Many of our clients just stop by when they’re in the neighborhood. Because, honestly, that’s exactly how we like it. We don’t want to be your money guys, we want to be your trusted partners.

We work on your timeline.

If you want to see your statement quarterly, we can do that. If you want to meet annually, we can do that. If you want to meet monthly, we can do that, too. Want to let us manage just a portion of your assets to start out with? No problem. The bottom line is when it comes to working with us, you’re the boss.

We care as much about your future as you do.

We are truly humbled by the trust our clients put in us, and we take our responsibility beyond seriously. Not only do we want to reward our clients for their faith in us, but it is extremely gratifying to have a positive impact on the lives of our clients and their families.

Powered by RFG Advisory

Through our partnership with RFG Advisory, a professionally managed hybrid Registered Investment Advisory (RIA), we’re able to put truly innovative resources to work for you.

Our relationship with RFG gives us access to a wide range of investment choices so we can find the exact products and services for your needs. What’s more, your portfolio is made in Bluemonte, RFG’s robust, investment platform. This gives us tremendous flexibility to invest your assets, facilitate transactions, make distributions, provide comprehensive monthly statements, and manage your assets in line with your financial goals.

We’re extremely proud of our relationship with RFG Advisory, which has been widely recognized by the financial services industry for its excellence and forward thinking and the power it gives us to serve you better and help you prepare for a rewarding financial future.

An award-winning RIA

As an independent advisor, we are empowered to serve our clients in-line with our values and our vision. So we’ve partnered with RFG, an innovative turnkey platform engineered specifically to support independent financial advisors like us. RFG handles much of the critical behind-the-scenes support required to run our successful business so that we can spend our time doing what we love — serving you, our clients. For more information about RFG Advisory’s awards and criteria, please visit

  • Forbe's Top 100 RIA Firms
  • Award Winner 2022
  • RIA Channel Top 50 Wealth Managers by Growth Assets 2022
  • WSR Pathfinder Awards – Top Women Leaders in Wealth Management 2022
  • InvestmentNews Best Places to Work for Financial Advisers 2022
  • Women in Asset Management Award Series
  • ThinkAdvisor Luminaries 2021 Thought Leadership & Education
  • InvestmentNews Icons & Innovators
  • Best and Brightest Companies to Work for in the Nation 2021
  • 2020 & 2021 Industry Awards
  • Financial Times Top Financial Advisers 2020
  • Money Management Institute Barron’s Industry Awards
  • InvestmentNews Women to Watch

Investment Options

TD Ameritrade Charles Schwab

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