Don't Buy The Hype Once Upon a Goal A New Way to Look at Your Bucket List Surprise! You’ve Got Money!

Your Financial Life — Streamlined

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.

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Demystifying Finance


We help individuals, families and business owners understand their finances so they can move forward with confidence.

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Eliminating Time-Based Fees


We believe time-based pricing has no place in modern-day finance. With us, the fees you pay and the services we provide will never be a mystery.

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Integrating Financial Services


We are two firms working together to accomplish the same goal: helping you achieve financial clarity and wealth success.

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A Unique Experience Under One Roof

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. We offer so much more than custom strategies and fiduciary service. We deliver integrated communication and seamless collaboration across multiple facets of your financial life — all under one roof.

We are out to transform the financial services industry and the lives of every person, family and business owner we serve.

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