About My Practice
Etzler Financial Advisors, LLC, is an independent, fee-only financial planning and investment advisory firm that provides services to individuals, retirement plans, trusts, estates, charitable organizations and small businesses.
Whether you are seeking answers to a few key issues, need a second opinion, or need ongoing assistance, our flexible approach allows you to choose the level of service that's right for you. We have a commitment to provide the highest quality advisory services. We do this primarily in three ways:
First, through experience and expertise. I have over twenty years of experience helping people with some of the most important financial decisions in life. Clients know they can rely on my impartial advice to provide security and confidence for years to come. I value continuing education to better serve my clients and have earned the following advanced accreditations: Certified Financial Planner™ (CFP®), Certified Retirement Counselor (CRC), Chartered Retirement Plans Specialist (CRPS) and Chartered Federal Employee Benefits Consultant (ChFEBC).
Equally important is our unbiased and conflict-free approach. We avoid all conflicts of interest because our firm is compensated solely by our clients. We are fee-only. We do not accept commissions or incentives of any kind from the sale of financial products. We serve as a full-time fiduciary for our clients and provide unbiased, expert advice to advance their interests only.
Finally, Etzler Financial Advisors, LLC is an independent financial consulting firm. Independence allows us to seek the very best solutions for our clients and our objectivity is never compromised by the influence or constraints of some affiliate company.
We believe this combination of independent, unbiased and highly qualified advice is unique in the financial services world, but necessary to provide clients with the level of timely, well-reasoned advice they deserve. Our primary philosophy: you come first.
We are the ideal choice for those who want truly objective advice from an experienced financial professional. We offer an introductory consultation to become acquainted with our firm and services.
Matthew R. (Matt) Etzler is the founder and Managing Member of Etzler Financial Advisors, LLC, an independent, fee-only financial advisory firm that focuses on retirement plan services and personal financial planning.
A native of Northern California, Matt grew up with an appreciation for family, community, and hard work. Helping people make the most of their financial assets and achieve their life goals is extremely rewarding. Financial planning is about quality of life, not investment returns. As a caring, objective advisor, Matt brings organization, discipline, accountability and support to the planning and financial management process. For over two decades, Matt has been advising clients with some of the most important financial decisions in life. Clients know that they can rely on Matt for impartial advice and support.
Matt values education as a way to promote professional excellence and often attends meetings and academic courses throughout the country to enhance his skills and better serve his clients. Matt has earned the following industry accreditations:
- Certified Financial Planner (CFP®)
- Certified Retirement Counselor (CRC®)
- Chartered Retirement Plans Specialist (CRPS®)
- Chartered Federal Employee Benefits Consultant (ChFEBC)
Matt has been awarded the highest, Five Star (*****) Fiduciary Advisor rating from the Paladin Registry, a service that documents and validates the credentials of high quality financial professionals who rank in the top 10% of their profession.
Matt is also one of only a few financial advisors in the nation admitted to the 403(b)wise Advisor Directory; an education and advocacy site dedicated to providing quality, objective advice to 403(b) retirement plan participants.
Matt's dedication as a professional advisor carries over to the community. Over the years, his leadership has touched a number of community organizations. He has served on the governing board for the Red Bluff Union High School District, Antelope School District, Tehama County Arts Council, Tehama District Fair, Red Bluff Parks and Recreation Commission, and Red Bluff Little League to name a few.
A resident of Red Bluff, Matt devotes his free time to his family, coaching youth sports, and participates in a number of other worthwhile community service projects.
Registrations, Licenses, Certifications & Affiliations
Securities Registrations or Exam Qualifications
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Certified Retirement Counselor® (CRC®)
- Other - Chartered Retirement Plans Specialist (CRPS); Char
Custodians are recommended based on their ability to provide the client suitable products and services on a competitive basis.
Considerations: Independent fee-only advisor
I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.