I’m Ethan, a Fiduciary Financial Advisor. My mission is to help small business owners like you to easily navigate the complexities of financial planning, ultimately mapping your path to early retirement through holistic financial solutions, tailored specifically to your needs.

As a driven entrepreneur, you understand the value of hard work and the importance of making strategic decisions today to achieve your dreams tomorrow. My approach combines personalized service with a commitment to authenticity and honesty, ensuring that we build a trusting relationship as we work together toward your financial goals.

I specialize in a range of services that are crucial for your early retirement journey, including but not limited to:

  • (early) retirement planning

  • tax planning in coordination with your business and personal goals

  • custom 401k design and other retirement plan design and implementation

  • investment and exit planning strategies focused on maximizing your business growth or exiting goals

I believe in empowering you with the knowledge and strategies to not just dream about an early retirement, but to achieve it! Let’s work together to develop a comprehensive plan that addresses your unique challenges and aspirations, ensuring you can enjoy the freedom and security you deserve.

My services are designed for:

  • Business Owners: As a business owner myself, I understand the many challenges and complexities inherent to the landscape. Whether you prefer a hands-on or hands-off approach, I'm here to help optimize your financial health through strategic tax-conscious planning and implementation.

  • Families & Retirees: I'm here to guide individuals through each stage of your financial journey. Whether you're adding to your family, building up your career or looking for that robust retirement exit strategy, I've got you covered.

Ready to take control of your financial future? Let’s start mapping your path to early retirement today!

I’m proud to be an Independent, Fiduciary Financial Planner. and follow these five fiduciary principles:

1. I will always put your best interests first

2. I will act with the skill, care, diligence, and good judgement of a professional

3. I will not mislead you and provide full disclosure of important facts

4. I will avoid conflicts of interest

5. I will fully disclose and fairly manage, in your favor, any unavoidable conflicts