Contact Us.

Our operations are split between New and Florida.

Every conversation starts with a simple question: What are your goals? Our financial professionals work with you to make a customized plan based on your unique priorities and timeline to put you on the path to reach them. Depending on their specialty, your financial professionals can help you with: investments, retirement, education funding, long-term care planning, trust services, and more.

While we work with several clearing and custody firms, Etico primarily uses Charles Schwab & Co. and RBC for clearing and custody.

The Advice-Centric Experience is a framework we use to empower financial professionals to deliver more value and better serve a rapidly changing investor. Now, more than ever, financial professionals must provide a more personalized, comprehensive level of service that proves its worth on the balance sheet. The Advice-Centric Experience defines how we demonstrate and elevate that value.

All investment accounts are covered by Securities Investor Protection Corporation (SIPC) insurance. Etico has a strict code of ethics and privacy policy that all employees and advisors must adhere to. Additionally, we have a robust team of compliance professionals who, on a timely basis, will review requests, examine books and marketing materials, and keep our financial professionals informed of regulatory change to help them effectively manage risk and stay focused on clients.