Why Us?
Leading Wealth Forward.
We unite investment, planning, tax, and estate experts under one roof—delivering a seamless, forward-thinking approach to wealth management. Our integrated model ensures clarity, coordination.
What We Do
Tailored Financial Strategy
for Those who lead, build, and Grow.
At Ethos Financial Group, we specialize in guiding high-income professionals,
entrepreneurs, and families with layered financial lives. Whether you're optimizing wealth, scaling a business, or planning across generations, our team delivers proactive, personalized strategies that evolve with you — so your financial plan is always as dynamic as your life.
Business Owners:
Build Beyond the Business
Strategic planning to protect your legacy, optimize cash flow, and prepare for life beyond the company.
Complex Families:
Harmony through Planning
Navigate multi-generational wealth, trusts, and family dynamics with clarity and confidence.
Successful Retirees:
Retire with Purpose
Preserve wealth, create impact, and enjoy retirement with a plan that reflects your values.
Wealth Advice & Retirement Planning
Wealth Advice & Retirement Planning
While the allocations we create for our clients are customized to their needs, our advisers and investment team are driven by a core set of tenets that help guide you in reaching your financial goals.
Advanced Planning
Advanced Planning
We believe that good financial planning is less about defining outcomes and more about working to create more and better options for tomorrow that allow you to live with intention.
Institutional Consulting
Institutional Consulting
We believe in empowering closely-held enterprises through bespoke strategic advisory tailored to the sophisticated financial dynamics of business ownership.
Family Office Coordination
Family Office Coordination
We offer a boutique fiduciary model intentionally limited to a select group of UHNW families and institutions to preserve high-level service. We place an emphasis on unbiased bespoke solutions, not products, sourced globally and tailored to each client’s unique needs and preferences.
GREATER PHILADELPHIA
GREATER PHILADELPHIA
ETHOS
Our National Headquarters and home office
GREATER HARRISBURG AREA
GREATER HARRISBURG AREA
FRONT STREET
SOUTH CENTRAL PENNSYLVANIA
SOUTH CENTRAL PENNSYLVANIA
VERITY
With deep roots in the Harrisburg and Lancaster corridors, Verity Wealth Partners serves business owners and families.
DALLAS-FORT WORTH METROPLEX
DALLAS-FORT WORTH METROPLEX
CHAPWOOD
Chapwood Investments supports professional athletes, business owners, and other high net worth families.
LOUISIANA CAPITAL REGION
LOUISIANA CAPITAL REGION
PETERS WEALTH
GREATER CHARLESTON
STATE HOLDER 8
STATE HOLDER 8
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