The Etchegary Wealth Advisory Group

There are many roads to success.
We’ll help you determine which is best for you.

It’s hard to know where to start when you don’t know where you’re going. At The Etchegary Wealth Advisory Group, our game plan is to help you define your vision of success, create tangible goals, and help you choose the right path – all while walking alongside you to deliver strategic solutions every step of the way.

Our people

We are individual specialists in our field who value team chemistry, working together with an extensive team of wealth management experts to provide you peace of mind.

Meet the team

Our philosophy

We believe in developing your vision of success, setting tangible goals, planning a path to your ideal destination, and staying consistent to help you get there.

See our belief

Our process

We stick to proven principles of wealth management to deliver a world-class client experience, creating and adjusting your financial plan to meet your various needs.

See how it works

I have been a client of The Etchegary Group for several years now and have found Marcus and his team to be an exceptionally responsive and easy-to-work-with group of professionals. Together, we have been able to establish a plan that addresses my investment goals, but more importantly, ensures that my family's financial well-being and our estate planning needs will be prudently managed in both the short term and long term. I have referred others to The Etchegary Group and they share my views on the value, clarity and creativity that Marcus and his team bring to the often-confusing world of investing. Regardless of your level of investing knowledge, the personalized level of service and attention to detail that The Etchegary Group provides is second to none.

– John C., Client
Jim stands out from the pack for his proactive, thoughtful, and individual approach. Since we started working with Jim in 2020, he has consistently demonstrated that he understands our needs as we have navigated through various life stages, including growing our family, purchasing and renovating a home, and transitioning to law firm partnership. I strongly recommend any young professional or growing family seeking a skilled, personable, and trustworthy advisor to work with Jim.

– Chris S., Client
Since working with Jim at the beginning of 2020, Jim has been instrumental in providing sound investment and planning advice. Jim has suggested and implemented a strong investment strategy and kept me on track through the turbulent times in 2020 and to date. Jim has also provided suggestions on planning for the future and structuring of our families assets in an efficient manner. I would recommend Jim and his team to anyone looking for financial and other planning advice.

— Sanjeev P., Client

Where are you on your road to financial success?

If you don’t know where to start, where you’re going, or how to get there, we have the experience and expertise to help.

There are many roads to success. We’ll help you determine which is best for you.

Our people

Our philosophy

Our process

Where are you on your road to financial success?

There are many roads to success.
We’ll help you determine which is best for you.