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etico independent wealth management and investment advisory solutions estate planning insurance solutions corporate 401k plans _ top of page for advisors for investors our advisors our advisors about insights contact menu close get started sign in sign in get started wealth management investment advisory services unique as you we help guide clients through all stages of their financial life providing clarity and a path to financial wellness through personalized advice and intuitive technology i m an advisor i m a client grow with etico spend less time on operations and more time growing your business advisors who partner with etico gain the back office support technology and strategic resources to scale faster serve clients more effectively and increase profitability without sacrificing independence more growth scale faster with the right support less admin streamline operations and stay focused higher earnings maximize revenue minimize overhead who we serve investors when you work with an etico advisor you get personalized advice backed by an integrated team find an advisor advisors leverage our expertise bespoke platform and white glove support to grow an exceptional practice advisor solutions our focus etico is focused on client satisfaction through the efficient delivery of optimal financial solutions unique to each client financial planning investment management estate planning insurance solutions corporate 401k plans learn more back office support scale your practice while having the flexibility and support to pivot when you need to build your practice with your vision and reduce the need to hire staff leverage our dedicated advisor support team that knows you by your name and responds quickly everything from signature ready paperwork to servicing clients read more intuitive technology our technology stack compliments our white glove advisor support team to enable your practice to be more efficient and scalable one portal for all accounts even those held away utilize dynamic financial planning tools reporting and presentations read more payout ownership succession our payout structures are transparent simple and are built to pay you more best of all you retain 100 of your book of business we offer in depth succession planning help to identify the right successor and we offer a guaranteed buyout program read more open architecture investments we take an open architecture approach to investment solutions to build unique portfolios utilize our team to seamlessly execute trades across one or multiple accounts set accounts up on an automatic rebalance schedule access our experienced investment team to analyze client portfolios participate in client meetings or utilize our suite of nationally recognized investment strategies read more take back your work day advisory solutions built by advisors etico s goal is to lower your costs increase revenue and help you exceed your clients expectations we ve brought together all the essential advisor tools into one easy to use platform with unparalleled back office support free up your time and focus on serving your clients even better learn more click to play video why choose etico the landscape is changing clients have a sea of choices as the world of wealth management grows more complex investor need a firm that can make sense of the complexities and evolve with you our comprehensive solutions deliver world class service efficiently to eliminate uncertainty and allow you to move forward confidently etico is committed to embracing your unique philosophy and making your goals your reality that is why we have a full staff of specialized staff to support our advisors in delivering exceptional service learn more find out what your payout will be 600 monthly e o and technology fee revenue payout annual gross revenue required get payout grid experienced advisor our seasoned financial professionals aid clients in implementing a plan that maintains the flexibility to adapt to life s changes integrated team our advisors client support specialists and investment team work cohesively to provide a white glove private wealth experience institutional grade portfolio your advisor works with our in house investment team to build bespoke portfolios unique to your personal investment profile intuitive technology one user friendly portal to dynamically view exactly where you are today and where you headed all accounts one location digital onboarding our digital platform reduces inefficiencies and makes the onboarding process smoother faster and less frustrating by allowing clients to open and fund an investment account in minutes rather than days click to play video timely market insights updates etico appoints wealthtech veteran walter gengarelly as inaugural chief technology officer a 25 year veteran joins etico to architect the next generation of advisor and client technology as the firm moves to redefine modern wealth management kyle webber 3 min read you don t have to build your practice alone the power of true financial advisor partnership ever feel like a one person shop on an island especially when markets get turbulent your greatest value is in client relationships but juggling everything alone makes it hard to deliver the attention they deserve learn why partnership is the key to scaling your practice etico 7 min read how to scale your financial advisory practice scaling your financial advisory practice requires more than ambition it demands the right technology support and strategic planning this guide breaks down the essential components of growth from tech integration to succession planning so you can build a scalable client focused practice without sacrificing independence etico 5 min read the small market advantage proven growth strategies for independent advisors for independent advisors especially those in small and mid sized markets this presents a once in a generation opportunity to grow etico 3 min read read more ready to get started learn more about the future of wealth management and how etico is changing the landscape i m an advisor i m a client email hello eticofinancial com telephone 800 433 0422 headquarters 85 railroad place ste 101a saratoga springs ny 12866 hours mon fri 9 00am 5 00pm follow us like quick links home for advisors for investors about insights contact menu close disclosures finra broker check u s securities exchange comission broker dealer form crs ria form crs adv part 2a firm brochure privacy notice disclosures menu close subscribe see the future of wealth management find out if joining etico is right fit for you join thanks for subscribing learn more about etico partners llc a registered broker dealer member finra sipc and quartz partners llc dba etico private wealth a u s securities and exchange commission sec registered investment investment adviser and our investment professionals on finra s brokercheck these entities are affiliated through common ownership and control and share office space and personnel we urge all visitors on our site to review our important disclosures in their entirety including our client relationship summary by clicking here use of the term registered investment adviser or being registered with the sec any state securities authority or self regulatory organization does not imply a certain level of skill or training but only indicates that our firm has registered our business with state and federal regulatory authorities investing involves risk please review our disclosures page are not fdic insured are not bank guaranteed are not insured by any government agency may lose value do not provide tax advice performance is not guaranteed this website is intended for u s based persons only 2025 by etico financial inc for advisors for investors our advisors about insights contact bottom of page