Imagine having all your financial services together under one roof. Thanks to a joint venture between Eckhoff and Company & Eckhoff Wealth Management - you no longer have to. We help individuals, families and business owners understand their finances so they can move forward with confidence. We are two firms working together to accomplish the same goal: helping you achieve financial clarity and wealth success.
Bouncing from one financial professional to another trying to make sense of the advice you receive can be frustrating. Thanks to the partnership between EAC and EWM - the frustration is over. Our team of licensed, highly credentialed accounting and financial planning professionals is committed to a team-based approach that puts your needs front-and-center.
Bouncing from one financial professional to another trying to make sense of the advice you receive can be frustrating. Thanks to the partnership between EAC and EWM - the frustration is over. Our team of licensed, highly credentialed accounting and financial planning professionals is committed to a team-based approach that puts your needs front-and-center.
Services
Finances can be complicated. Especially when you're juggling the advice of multiple professionals across several firms. Having a CPA in one office and a CFP(R) professional in another can leave you feeling frustrated - and for good reason. You shouldn't have to play the role of mediator between financial professionals, but sometimes it can feel like your only option.
Our clients can rely on the advice and guidance from Eckhoff and Company & Eckhoff Wealth Management because we are all focused on fulfilling the same purpose: streamlining the financial lives of the individuals, families and small to mid-sized business owners we serve while minimizing complexities to ensure better outcomes across the board.
As your financial partners and advocates, Eckhoff and Company & Eckhoff Wealth Management are on a mission to provide seamless service for your entire financial life. Not only for your personal benefit, but for the people and causes you care about most. We accomplish our mission by working together closely as strategic partners.
At Eckhoff and Company & Eckhoff Wealth Management, we have a team of talented and committed individuals who are professional, passionate and caring. Our culture supports teamwork, collaboration, flexibility, and creative problem-solving. Teamwork starts with respect for our colleagues, clients, and ourselves.
As integrated, full-service firms, our goal at EAC and EWM is to provide comprehensive solutions to every person, family, and business in need of independent financial guidance. EAC has the depth and strength in core tax preparation and planning knowledge to proactively advise you on tax reduction strategies for your business and family.
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