A complete list of active advisors currently associated with ECS Wealth Strategies

Warmer can help you find a great advisor at ECS Wealth Strategies or one who fits your needs even better.

ECS Wealth Strategies provides financial planning, benefits education, and advisory referrals primarily to individual clients, with a particular focus on federal employees who participate in its Government Employee Benefit Institute (GEBI) training. The firm is also a licensed insurance producer and offers insurance products alongside pension and federal-benefits consulting. Rather than exercising direct portfolio management, ECS Wealth refers clients to unaffiliated third-party investment advisers and conducts due diligence on those managers before making recommendations. It assists clients with onboarding, periodic reviews of objectives and asset allocation, and can coordinate or attend meetings with the selected managers while providing ongoing planning support. Distinctive for its peers, the firm combines regular educational workshops and pension consulting with insurance brokerage activity, creating advisory services that are integrated with benefits-focused training. ECS Wealth maintains a written referral arrangement with a single third-party manager and receives a portion of the manager’s advisory fees, a disclosed arrangement that poses potential conflicts of interest it says it monitors.

To learn more about the advisors currently working at ECS Wealth Strategies, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Daniel Hartenstein	Honolulu, HI	16

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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

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