Eggert Financial Management is an independent wealth management firm that operates on a fee-only basis, legally bound to act as a fiduciary for its clients. The company focuses on building long-term relationships to help clients build, protect, and transfer their wealth through personalized financial planning, investment management, retirement planning, and estate planning services. Their approach emphasizes a client-first philosophy, ensuring that all advice is tailored to the individual's unique goals and circumstances without conflicts of interest from commissions.

Founded in

United States