Our goal isn’t to be the right advisor for every person. Rather, we hope to be the right financial advisors for a select group of individuals. At Etiquette Financial Partners, we understand that it takes more than a well-meaning smile and words on a website to earn your trust. While it’s true that our knock-knock jokes are on-point and our team is incredibly friendly, there are a few other things you should know about us.
Our Clients' Success
Each one of our advisors is here because they truly love what they do. We wake up excited to come to work, believing what we do for a living has a tremendous impact on the people we serve. When we say we are committed to the success of our clients, we mean it. We feel that working with our team can improve their chance of attaining their financial goals - and we wouldn’t have it any other way.
Simplifying the Complex
Here’s the deal - using industry jargon and complicated phrases makes some advisors feel superior. We aren’t those advisors. We want to take what is a very complex topic for many people and simplify it. Because equipping people with the information to make educated financial decisions is why we got into this business to begin with, and following through on that commitment is the reason we’re still here.
Professional Experience
Licenses and professional designations mean something in this industry - and they mean a lot to our team. Eric Degnan, leads the charge as a CERTIFIED FINANCIAL PLANNER™ professional and CERTIFIED MUTUAL FUND COUNSELOR™. As for the rest of our team? Chris, an ACCREDITED WEALTH MANAGEMENT ADVISOR™ and Lynn both have MBAs in Finance, while Lindsey is an ACCREDITED ASSET MANAGEMENT SPECIALIST™. Each team member has their own credentials, maintains licensing and brings their unique combination of higher-level education and experience to the table.
Taking it Personally
Comprehensive financial planning is our thing - which means we cover many different aspects of planning and wealth management. We aren’t focused solely on investments and we don’t believe in a one-size-fits-all approach. Our intent is to hone in on the details of your financial goals and do what we say we will do for you - without exception or excuse.
We help clients manage the financial aspect of their lives so they can focus on what’s most important - everything else. Between work, school, kids and hobbies - the last thing you have time to worry about is likely your finances. While you may understand how vital this area of your life is, your time and talents are probably better spent doing the things you love, with the people you love.
We understand how busy your life is and how difficult it can be to manage the wealth side of things on top of everything else. When you work with our team, we want you to feel confident that your finances are in the capable hands of industry professionals who care deeply about you.
So go ahead! Attend your son’s out-of-town baseball game, take that family vacation, and remodel your kitchen to your heart’s content. As for us? We’ll be behind the scenes striving to ensure your financial life continues to align with every goal, endeavor and plan for your future.