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Simplify the Complex.

Plan with Confidence.

Your financial decisions shape the life you'll live tomorrow. We Aim to give you the expertise and clarity to make those decisions with confidence.

What We Do
We Strive To Turn Financial Complexity

Into Clear Decisions

You're juggling investments, retirement planning, tax strategies, insurance needs, and a dozen other moving parts. Most people don't have time to sort through it all, and frankly, you shouldn't have to. We sift through the details, explain your options in plain terms, and make decision-making straightforward instead of overwhelming.

Who We Are
Experience, Integrity, and a Team That Does the Work

Etiquette Financial Partners was built by three advisors who believe doing things the right way matters more than doing things the easy way. We're responsive, detail-focused, and direct because your financial future deserves nothing less.

Testimonials
Hear what our clients have to say

Some clients we work with share their experiences about how our partnership has helped them in their pursuit of gaining clarity and confidence in their financial decisions.

"I would definitely recommend you, Eric and you, Shirley Degnan to anyone for your wonderful thoughtfulness with my investments and your great decisions and quick responses to me. I am extremely confident that you would service anyone who used your services to give them the best and help them with all investment decisions."

— Judith
10/17/2025

These statements are a testimonial by clients. Clients have not been paid or received any other compensation for making these statements and do not receive any material incentives or benefits for providing these testimonials.

"Again thank you for everything you have done and thanks for always following up on my concerns."

— Greg & Barb
10/16/2025

These statements are a testimonial by clients. Clients have not been paid or received any other compensation for making these statements and do not receive any material incentives or benefits for providing these testimonials.

"Good morning Eric. Thank you for your call on Monday. I know you are keeping an eye on things and our finances are in good hands. Thank you for all that you do."

— Jan & Kevin
10/16/2025

These statements are a testimonial by clients. Clients have not been paid or received any other compensation for making these statements and do not receive any material incentives or benefits for providing these testimonials.

He Began With My Parents Over 25 Years Ago And Helped Them Enjoy A Happy Retirement

Eric Degnan has provided us with competent, professional, and successful financial advice over three generations. He began with my parents over 25 years ago and helped them enjoy a happy retirement and in going over my mother's estate when she passed 20+ years ago, our adult children also have some investments with Eric. This is a strong recommendation for anyone seeking a financial advisor.

— AI H.
7/24/23

These statements are a testimonial by clients. Clients have not been paid or received any other compensation for making these statements and do not receive any material incentives or benefits for providing these testimonials.

We Are So Appreciative of The Relationship They Provided To Our Elderly Parents In Their Estate Planning And Now To Our Adult Children

We have been extremely fortunate to have Eric Degnan, Shirley Myers, and the LPL Financial Team play a critical role as partners in the financial stability of our wealth management for over 30 years. They have consistently worked hard with advice and recommendations while persevering thru some ups and downs in the financial market place. They remained dedicated with timely communication while maintaining a personal and professional connection with our family. We are so appreciative of the relationship they provided to our elderly parents in their estate planning and now to our adult children. We are legacy partners with the LPL financial team! To the future and beyond with trust and confidence!

— Scott and Laura K.
5/31/23

These statements are a testimonial by clients. Clients have not been paid or received any other compensation for making these statements and do not receive any material incentives or benefits for providing these testimonials.

I Trust That They Are Optimizing My Money For Tomorrow

I know what I enjoy and what I'm good at. Managing investments and planning my retirement do not fall into either of those categories. That's why I'm glad to have Eric and the Etiquette team on my team. I trust that they are optimizing my money for tomorrow, not just today. I appreciate that they ask the tough questions and help me think through scenarios about the future so I can be confident in my choices. I still don't enjoy it, but with their help I'm getting better at it!

— Gwen F.
6/05/23

These statements are a testimonial by clients. Clients have not been paid or received any other compensation for making these statements and do not receive any material incentives or benefits for providing these testimonials.

We Have Trusted You And Your Team With Our Finances For Over 21 Years

We have trusted you and your team with our finances for over 21 years. You have helped us navigate the financial world. Thanks for your tax saving advice and for being open to feedback. Hope to continue our great working relationship for years to come!

— Walter and Lulu T.
3/07/23

These statements are a testimonial by clients. Clients have not been paid or received any other compensation for making these statements and do not receive any material incentives or benefits for providing these testimonials.

We Appreciate The Detailed Information

We appreciate the detailed information and as always trust your acumen and experience in these matters.

— Al and Toni M.
3/06/23

These statements are a testimonial by clients. Clients have not been paid or received any other compensation for making these statements and do not receive any material incentives or benefits for providing these testimonials.

Eric Has Been With Us At Each Step And I Would Highly Recommend Eric And His Team

We had been working with Eric for a few years before my family and I moved out of state. With a move of that size, you always worry about disruptions to your financial plan. Eric has been with us at each step and I would highly recommend Eric and his team. They are extremely knowable, understanding, accessible and genuinely concerned for our wellbeing.

— Charles and Leslie P.
3/06/23

These statements are a testimonial by clients. Clients have not been paid or received any other compensation for making these statements and do not receive any material incentives or benefits for providing these testimonials.

Incredibly Knowledgeable And Takes The Time To Understand My Financial Goals And Needs

I highly recommend Eric as a financial advisor. He is incredibly knowledgeable and takes the time to understand my financial goals and needs. He has provided me with excellent advice and guidance on retirement planning. Eric is always responsive and available to answer any questions I may have.

— Bob B.
2/28/23

These statements are a testimonial by clients. Clients have not been paid or received any other compensation for making these statements and do not receive any material incentives or benefits for providing these testimonials.

Thank You For All Your Wonderful Guidance

I also want to thank you for all the wonderful guidance you have given me over the years and not only to me but also to my family members. I trust in you and know you always have our best interest in mind.

— Janice K.
1/04/23

These statements are a testimonial by clients. Clients have not been paid or received any other compensation for making these statements and do not receive any material incentives or benefits for providing these testimonials.

We Trust And Value Your Recommendations In Guiding Our Decisions About Investment Strategies

This is to acknowledge your invaluable services to us through the Securities and Advisory services offered by LPL Financial. We trust and value your recommendations in guiding our decisions about investment strategies. Patricia and I are both fortunate and grateful to find someone like you as a partner. Thank you.

— Patricia H. and Sunday J.
2/08/23

These statements are a testimonial by clients. Clients have not been paid or received any other compensation for making these statements and do not receive any material incentives or benefits for providing these testimonials.

Eric Is Comforting In That He Stays Steady During The Swings In The Markets

I have known Eric going on 18 years, have worked with him for over 4 years and he has been our Financial Advisor for 8 years. Eric is knowledgeable, sincere and conscientious in looking out for our best interests in respects to our investments. Eric is also easy to work with, responds quickly to any questions we may have and truly shows interest in helping his clients. Eric is comforting in that he stays steady during the swings in the markets.

— Ralph and Jean F.
2/01/23

These statements are a testimonial by clients. Clients have not been paid or received any other compensation for making these statements and do not receive any material incentives or benefits for providing these testimonials.

Always Listens And Adjusts Our Plan Based on Changes In Life Explains Things In Layman's Terms And Responds Quickly When I Have a Question

Eric and the team at Etiquette Financial have managed my funds responsibly. I trust Eric and his advice. He knows what my needs are and takes a personal interest in helping me pursue those goals. He explains things in layman's terms and responds quickly when I have a question. I highly recommend Eric Degnan and his team to manage anyone's financial needs - large or small.

— Mary N.
1/31/23

These statements are a testimonial by clients. Clients have not been paid or received any other compensation for making these statements and do not receive any material incentives or benefits for providing these testimonials.

You Are Our Partner And You Have Been With Us Through A Lot

You are our partner and you have been with us through a lot. We truly appreciate all of your guidance and help over the years.

— Michael and Farah H.
1/30/23

These statements are a testimonial by clients. Clients have not been paid or received any other compensation for making these statements and do not receive any material incentives or benefits for providing these testimonials.

One Of The Most Trustworthy And Dedicated People We Know

Eric Degnan has been our financial advisor for almost 25 years. He is one of the most trustworthy and dedicated people we know. He's honest, efficient and we value his knowledge and expertise.

— Sean and Deanne D.
1/17/23

These statements are a testimonial by clients. Clients have not been paid or received any other compensation for making these statements and do not receive any material incentives or benefits for providing these testimonials.

What Can We Do to Help You?" Is Very Deep In The Company

We have had the pleasure of working with Eric Degnan and the Etiquette Financial Partners team for the past 10 + years. He has always been a true advisor, friend, and caretaker of our finances as if they were his own. He anticipates our certain needs which we really appreciate. "What can we do to help you?"Is very deep in the company. We highly recommend the services and products offered by Etiquette Financial Partners.

— Tom and Nancy D.
1/26/23

These statements are a testimonial by clients. Clients have not been paid or received any other compensation for making these statements and do not receive any material incentives or benefits for providing these testimonials.

With Everything That Was Going On It Was So Comforting To Know That All I Had To Do Was Make One Phone Call And They Were Taking Care Of Me

I have worked with Eric Degnan for the last 20 years. He and his group have always guided my husband and I down the right path with our investment options. Now twenty years later, my husband has passed, with everything that was going on it was so comforting to know that all I had to do was make one phone call and they were taking care of me, I was concerned as I needed to now remove my husband’s name and add my children's, I had investments that needed to be changed and wanted everything managed by them in one place. We were in the midst of a pandemic and there was no face to face interaction. But it was all handled seamlessly with emails and phone conversations. The paperwork was completed quickly and efficiently, sent to me to sign and return and all was handled in a matter of weeks. I had several questions at that time and every time I contacted Eric to discuss, he patiently explained everything to me, answered my questions and assisted with any of the requests I had given. I can't speak highly enough over how fortunate I am to know that my investments are being handled by Eric. He is very proactive in communication with me as well. Constantly reaches out just to touch base, and sometimes calm my nerves when the markets are a little unstable. I would never hesitate to refer anyone I know to them to handle their financial investment needs.

— Julian W.
1/24/23

These statements are a testimonial by clients. Clients have not been paid or received any other compensation for making these statements and do not receive any material incentives or benefits for providing these testimonials.

Always Listens And Adjusts Our Plan Based On Changes in Life

Eric has been managing our finances for over 20 years. He has created a financial plan based on our goals for our future and retirement. He always listens, and adjusts our plan based on changes in life and in the market that have occurred over the years. We have referred family and friends to him because of how well he has worked with us.

— Chris and Renee O.
2/17/23

These statements are a testimonial by clients. Clients have not been paid or received any other compensation for making these statements and do not receive any material incentives or benefits for providing these testimonials.

Responsive, Considerate, And Understanding

Eric has been my financial advisor since 1999, when I retired. Through the rough times and good times, he has guided me and kept me afloat financially for the past 20+ years. He's responsive, considerate and understanding when I've needed assistance. Additionally, Eric will check in on me a few times a year just to say hello and see how I'm doing. I now consider him a friend. I know I'm not the only client, but he makes me feel that way. I'd recommend him to anyone in need of a solid and dedicated financial advisor.

— Dorothy K.
1/11/23

These statements are a testimonial by clients. Clients have not been paid or received any other compensation for making these statements and do not receive any material incentives or benefits for providing these testimonials.

With His Guidance We Have Raised 4 Kids, Navigated College, Owned Several Businesses, And Are Now Looking To Retirement

Eric has been our advisor for over 20 years. He is more than just a financial planner, he takes care to look at the entire picture as it stands today and what your life plans hold. He is mindful to ask the right questions to help guide us thru our many stages of life. We started with Eric as a newlywed couple with a small savings and a dream. He has help us grow, act as a sounding board for broad range of financial topics, and checked in when things may be going astray in the market. With his guidance we have raised 4 kids, navigated college, owned several businesses, and are now looking to retirement. Thanks for being there - We really appreciate it!!

— Chuck and Julie R.
1/27/2023

These statements are a testimonial by clients. Clients have not been paid or received any other compensation for making these statements and do not receive any material incentives or benefits for providing these testimonials.

Chris, Thank you for all you do for us! We appreciate you coming to talk with us in person. Means so much and really makes us feel so good about you handling our finances. Hope you and your family are having a great Holiday Season.

— Ellie and Tom
2/13/2026

These statements are a testimonial by clients. Clients have not been paid or received any other compensation for making these statements and do not receive any material incentives or benefits for providing these testimonials.

Sound Advice Helped Us Build A Financial Plan That Supported Our Long Term Goals

My husband and I choose Eric Degnan as our financial advisor over 20 years ago and we’re glad we did. His sound advice helped us build a financial plan that supported our long term goals, including early retirement. Eric keeps in regular contact with us and provide us with ongoing financial advice as our needs and markets change.

— Michael and Catherine B.
1/17/23

These statements are a testimonial by clients. Clients have not been paid or received any other compensation for making these statements and do not receive any material incentives or benefits for providing these testimonials.

Who We Serve
The Clients We Serve

Financial planning works best when you're ready to take action and trust someone else to handle the details.

Busy Professionals
You want your finances handled correctly, without spending your evenings researching strategies. We take care of it.

High Net Worth Individuals and Families
Complexity increases with wealth. We manage the details, so your money works as hard as you did.

Small Business Owners
Your business and personal finances are connected. We align both so you can grow without sacrificing either.

How We Help
Comprehensive Planning That Covers What Matters

Financial security doesn't come from one good decision. It comes from getting all the pieces right and making sure they work together.

Financial Planning

We analyze your complete financial picture, identify what needs attention, and create actionable strategies that move you toward your goals efficiently.

Retirement Analysis

We project your income sources, create tax-efficient distribution strategies, and make sure your money lasts as long as you need it to.

Estate Review

We coordinate with your attorney to protect your wealth, minimize taxes, and transfer assets according to your wishes without unnecessary complications.

Wealth Management

We help you mitigate risks, allocate appropriately, and review options for your money.

Accumulation

We give you strategies to grow and build your portfolio, within your budget, to attain your goals.

Insurance Planning

We look at what you have, what you need, and what options you have to protect you and your family.

Our Process 

Our Process 

We believe financial planning should be as unique as you are. Our collaborative approach begins with understanding your complete financial picture, then designing strategies tailored to help you pursue your specific goals.

  • We meet to understand your goals, your relationship with money, and your current situation to determine how we can help.

  • We review your cash flow, investments, and financial life to identify opportunities and create strategies tailored to your specific needs.

  • We build your game plan, execute the strategies, and stay engaged with ongoing management to keep you on track as life changes.

Team

Comprehensive

We take a holistic view of your financial life, considering how each decision impacts your overall goals. Our approach seeks to examine every aspect of your situation so nothing falls through the cracks.

Detailed

We dig into the specifics of your unique circumstances to provide tailored guidance. Every recommendation we make seeks to be backed by thorough analysis and careful consideration of your priorities.

Experienced

Our team brings decades of combined expertise in navigating complex financial landscapes. We've guided families through various market cycles and life transitions, applying lessons learned, which strive to benefit each client we serve.

Ready To 
Take the Next Step?

Schedule a conversation with our team. We'll discuss where you are today, where you want to be tomorrow, and strive to create a plan to help you get there with confidence.

Schedule a Meeting