Our Story

More Than Numbers

At Eclectic Wealth, we believe financial advising is about more than numbers—it is about meaningful, personal relationships. We came together to build a practice that reflects our values of honesty, compassion, and integrity. We set out to create a place where our clients could feel both understood and equipped with a team that listens and tailors customized strategies to fit each client. 

What “Eclectic” Means to Us 

To us, being “eclectic” means drawing from many diverse resources and perspectives, selecting the appropriate attributes, and combining them into comprehensive solutions. Thinking of it as a Venn diagram, our skills and tools intersect with your personal goals and values to help form a clear financial path forward—always with you at the center.

A Noble Profession

We view our work as a noble profession and are called to serve with care, consistency, and follow-through. Our aim is to be the trusted partner you can turn to with financial questions and lean upon as a steady presence during critical life moments. Our role is to help act as a compass on your journey, so you can make more informed decisions that align with your life.