WHO WE ARE
Meet Etico
etico /'e.ti.ko/: adjective
ethical, moral
Etico was founded by seasoned financial professionals who collectively have built the firm from the bottom up with. Etico is a privately owned and operated, full-service SEC Registered Investment Adviser, FINRA Broker-Dealer, Merchant Bank, and Boutique Portfolio Manager.
Our mission is to empower our advisors and their clients to achieve their financial goals through personalized investment strategies and comprehensive financial planning. We are dedicated to building enduring relationships based on trust, transparency, and integrity.
OUR MISSION
By leveraging our expertise and commitment to continuous education, we strive to create a positive impact on our clients’ lives, guiding them towards financial independence and security. Together, we navigate the complexities of the investment landscape, ensuring our clients' best interests are always at the forefront of our decisions.
CORE VALUES
Integrity
We uphold the highest ethical standards in all interactions, ensuring transparency and honesty in every aspect of our advisory services.
Client Centric
We follow a critical-path based on the needs and goals of our clients, fostering long-term relationships built on trust and understanding, tailored to meet unique objectives.
Forward Thinking
We are committed to continuous improvement and professional development, striving for excellence in our services, investments, and client experience.
Our Team.
Advisory Council.
Gus Carlson
THOMSON REUTERS
CMO
Bob Ciesla
BOEING
VP
Mark Epes
MINERVA ANALYTICS
HEAD OF COMMERCE
David Hart
ZRG GROUP
MANAGING PARTNER
Andrew Johnson
TESTIMONIAL IQ
FOUNDER
Carol Wildermuth
KALOS FINANCIAL
FOUNDER