Eckelberg Financial, Inc.

Eckelberg Financial provides customized financial planning and advisory services to individuals, trusts, estates, and charitable organizations, delivering advice through meetings and hourly engagements. The firm does not manage or hold client investment portfolios or provide insurance products; clients implement accepted recommendations through their chosen brokers or custodians.

In formulating recommendations the firm relies on fundamental analysis and typically favors long-term purchases held at least one year, tailoring advice to each client’s objectives, risk tolerance, and time horizon. Eckelberg charges for its services on an hourly basis rather than using a percentage-of-assets model, and it does not custody client funds or charge performance-based fees.

The firm is affiliated with an accounting practice: its principal is a Certified Public Accountant who also operates an accounting firm whose services clients may engage for separate fees, a relationship disclosed as a potential conflict of interest. As a small, state‑registered advisory practice, Eckelberg generally conducts account reviews and follow-up work only at client request and does not execute trades or recommend particular brokers, which differs from many investment-manager firms that provide discretionary trading or manage pooled institutional assets.