Superior service begins with getting to know you.
At Willis Eckfeldt, our client-first practice has established our firm as a lifelong partner to the high-net-worth families, businesses and individuals we serve. A disciplined and highly personalized style has contributed to our longevity as a wealth management firm.
Over the past 18 years, we've helped our clients across challenging financial terrain. Our firm's ability to navigate through periods of market change has solidified the long-lasting relationships that remain at the heart of our practice.
Our team of experienced, CERTIFIED FINANCIAL PLANNERS™ take a tailored, people-first approach that keeps us focused on your long-term goals. We work closely with you to understand and assess your ongoing financial and lifestyle needs, and to build a customized strategy to help you achieve them.