At the core of Ethos are sound processes and dedicated people. Our practice is designed around tailored service and a driving desire to make a difference in the lives of those we work with.

You deserve a strategy that adapts to your needs.

We create financial strategies tailored to your goals.

Ask us how
<strong>Grow Your Finances.</strong>

Grow Your Finances.

Our team of professionals have decades of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.

<strong>Financial Advice Shouldn't Be Complicated.</strong>

Financial Advice Shouldn't Be Complicated.

We can help take the mystery out of preparing for today and tomorrow. Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses on your needs, wants, and long-term goals.


Find a Team Member

Christina Beattie

Christina Beattie

Senior Advisor Operations Associate

Daniel Guy, CFA, CAIA

Daniel Guy, CFA, CAIA

Managing Partner

Jacob W. Stull

Jacob W. Stull

Financial Advisor

James Judge, CFA, MBA

James Judge, CFA, MBA

Partner , President

Jamie Stapf

Jamie Stapf

Partner, Ethos Family Office

Jeff Wrabel

Jeff Wrabel

Senior Advisor, Front Street Financial

Michael Malone

Michael Malone

Senior Advisor, Michael Malone Investment Advisory

Quentin Sturm

Quentin Sturm, JD, CPA

Director of Estate Planning

Robert J. Bagonis, Jr.

Robert J. Bagonis, Jr.

Partner, Ethos Financial Group

William Lane III, CIMA

William Lane III, CIMA

Partner, Ethos Family Office

Reach Out

We’d love to hear from you!