Etzler Financial Advisors

Specialties

Etzler Financial Advisors is an independent, fee-​only advisory firm. We provide unbiased and objective consulting services within three main practice areas:

— Retirement plan services

— Investment and fiduciary consulting services

— Financial planning

We serve as a fiduciary to our clients. We are not affiliated with any broker, bank, accounting firm, law firm, or insurance company. We do not sell any products, receive any commissions or third-​party compensation, only the fees paid directly by our clients.

Independent, conflict-​free, and highly-​qualified advice; one day every financial advisor may offer it, but you’ll find it with us today.

History

Established in 2005.

For more than 25 years, the people at Etzler Financial Advisors have been helping to ensure the long-​term

financial well-​being of others. We have long subscribed to a different set of guiding principles. Principles

directly influenced by the people we serve. Financial planning isn’t about investment returns or the sale of a

product. It’s about quality of life… It’s about making dreams real… It’s about making life more…

We honor our fiduciary role and responsibility in the lives of our clients. To help plan their journeys and

achieve milestones, change course when needed, and provide support for everything that life brings their

way. Listening. Anticipating. Delivering. It’s always about puttng our clients’ interests first — the way that it

should be.

It’s your life, and your money. We want to help you make the most of both.

Meet the Business Owner

Matt E.

Business Owner

Founder and Managing Member of Etzler Financial Advisors, Matthew R. Etzler (Matt) is a graduate of the College for Financial Planning in Denver, Colorado.

A native of Tehama County, Matt grew up with an appreciation for family, community, and hard work. For over 25 years, Matt has been helping people with some of the most important aspects of their life. Financial planning is about quality of life. Matt is a neighbor to turn to for sound advice and counsel. Clients know that they can rely on Matt for impartial advice to provide security and confidence.

Matt values education to better serve his clients and has earned the following industry accreditations:

— Certified Financial Planner™ (CFP®)

— Certified Retirement Counselor (CRC®)

— Chartered Retirement Plans Specialist (CRPS®)

— Chartered Federal Employee Benefits Consultant (ChFEBC)