A complete list of active advisors currently associated with ETCH Financial

Warmer can help you find a great advisor at ETCH Financial or one who fits your needs even better.

Etch Financial is a fee-only registered investment adviser that works primarily with individual clients, including high-net-worth households, and with employer plan sponsors. The firm offers discretionary and non‑discretionary portfolio management, comprehensive financial planning, and retirement plan consulting. The firm builds individualized investment policies and asset-allocation targets and combines passive and active vehicles—mutual funds, ETFs, and individual securities—based on clients’ goals, tax considerations, and risk tolerance. Financial planning is integrated with investment management and, where relevant, clients may access college and student‑loan planning through affiliated education and student‑loan advisory services. Distinctive features include a small, recently established advisory team managing modest assets relative to many supported peers, and a practice model that emphasizes both ongoing monthly planning and project-based engagements alongside investment management for smaller accounts. The firm’s principals maintain specialized student‑loan and college‑planning activities and professional credentials and provide ERISA fiduciary retirement‑plan consulting, a combination that is less common among similarly sized advisory firms.

To learn more about the advisors currently working at ETCH Financial, 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.