Earning your trust is our top priority.

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.

We let you see your statement quarterly. 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 about your future.

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.

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.