Etesian Wealth Advisors
Finance · Oregon, United States · 1-10 Employees
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Overview
Headquarters
1969 Willamette Falls Dr Ste 200, West L...Phone Number
(503) 387-3615Website
www.etesianwa.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Dec
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ZI Rank
1
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1
About Etesian Wealth Advisors
Etesian Wealth Advisors is a boutique wealth advisory firm based in Portland, Oregon, specializing in personal, goals-based investment management and financial planning. Founded in 2009, the firm prioritizes a personal partnership with clients, ensuring their financial goals are at the forefront of decision-making. As a fiduciary, Etesian operates without commissions, focusing solely on the best interests of their clients. The firm aims to provide clients with a comprehensive financial plan that offers comfort, confidence, and peace of mind.Explore more
Etesian Wealth Advisors Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
<$5M
1-10
Private
-
2013
PL
Paul LaViolaManager, Wealth Certified Financial & Planner & Co-Founder & Fee-Only Advisor
Company Profile Activity
Activity Insights
Etesian Wealth Advisors is experiencing very low activity levels compared to other companies in the Finance sector.
What does this means?
Etesian Wealth Advisors is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Etesian Wealth Advisors.
Etesian Wealth Advisors Tech Stack
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Frequently Asked Questions Regarding Etesian Wealth Advisors
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Etesian Wealth Advisors is a boutique wealth advisory firm based in Portland, Oregon, specializing in personal, goals-based investment management and financial planning. Founded in 2009, the firm prioritizes a personal partnership with clients, ensuring their financial goals are at the forefront of decision-making. As a fiduciary, Etesian operates... Read More
