Getting oriented on your road to financial success


Our philosophy at The Etchegary Wealth Advisory Group is a set of beliefs that guide every decision we make for our clients. It’s the framework we use to fit with our process and the benchmark by which we measure our success.

Vision before mission

We believe that you have to know where you’re going (vision) before you can take the right steps (mission) to get there. In other words, it’s only when your destination is defined that you can start packing.

Goals over dreams

Dreams are unfocused, loosely held hopes. Goals, on the other hand, are tangible, attainable, and require action. We believe in helping you set financial goals that we can help you work toward and accomplish, together.

Planning over hoping

We believe that hoping will lead to aimless wandering, and that to achieve your goals you need a well-thought-out plan. Planning and strategy are the foundation of every financial move we will help you make.

Consistency over volatility

We believe that staying consistent, even in the midst of market fluctuation, is the key to your long-term financial growth. Your consistency and dedication to your goals will help you achieve them over time.


Knowing where you are going is the first step to getting there.


– Ken Blanchard, best-selling author and business consultant

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