A Team You Can Count On

The Ethos Difference

We are an employee-owned firm whose mission is to be fully responsible to the individuals, families, and institutions who seek our advice and use our services. Their interests are paramount.

Our Primary Purpose

We founded Ethos to leverage the power of the collective. Within these walls, we are firm believers that the whole is greater than the sum of the parts. Through this cultural philosophy, we aim to deliver superior service and a customized experience guided by client needs, not limited by corporate conflict. We are entirely employee owned, void of the conflicts that come with outside investors.

Our advisers and managers come from diverse industry backgrounds, with unique experiences, that translates into a one-of-a-kind experience for our clients. By offering a holistic approach, our clients benefit from our thorough and specialized planning by leaning on our team of specialists in all fields of finance. Using a team approach, we’re able to push the boundaries of thinking to help maximize the wealth of our clients and bring significant value to their businesses, careers, and lives.

Our team of experienced professionals are squarely focused on all aspects of your financial well-being, so you can focus on what matters most. We are small enough to be personalized while large enough to offer world-class resources.

Knowledge is Power

It’s also the foundation for intelligent, well-considered decisions. When you have retirement in sight, sound decisions are vital in helping you pursue your goals and avoid costly mistakes that can impact your future. For many, understanding every aspect of personal finance can be daunting. From investments to retirement to insurance, the decisions can be overwhelming.

Client Centered

Our advisors are supported by an internal investment committee and dedicated internal investment staff. We seek to provide steady investment guidance to clients through strategic asset allocation, rigorous due diligence, and tailored portfolio construction.

Leveraging the experience of our internal investment committee, Ethos applies a best-practices wealth management framework that blends advanced institutional-quality investment analytics and risk management with state-of-the-art holistic reporting and portfolio oversight.