Welcome to Esdale Wealth Advisors

Welcome to Esdale Wealth Advisors

We are an independent financial services firm for individuals and small businesses. We are a separately owned and operated business registered through Commonwealth to provide services to our clients.

<br data-mce-bogus="1">



<br data-mce-bogus="1">



We provide financial services for <strong>individuals</strong> and <strong>small business clients</strong>.

We provide financial services for individuals and small business clients.

Our affiliation with our broker-dealer, Commonwealth Financial Network®, provides us with access to a wide array of screened investment products, research, industry experts, customer support resources, and extensive back-office capabilities. Our independent relationship with them ensures that we are always free to select investments and provide advice that best suit the needs of our clients.

 

Please Note

On January 1, 2020, we changed our business name to Esdale Wealth Advisors. Our great relationship with Commonwealth Financial Network is unchanged. Client accounts, office location, phone numbers, and staff are also unaffected. Click here for additional details.

For Individuals


Investments

  • Traditional Brokerage Services
  • Fee-Based Wealth Management
  • Traditional & Roth IRAs
  • 401(k) Rollovers
  • 529 College Savings Plans

Financial Planning

  • Financial Consulting
  • Comprehensive Financial Planning
  • Investment Consulting
  • Retirement Planning
  • Business Planning
  • Education Planning

For Small Businesses


Employer Services & Employee Benefits

  • Business Continuity Planning
  • Various Small Business Retirement Plans
  • 401(k) Plans, 403(b) Plans, 457 Plans
  • 401(k) Advisory Services
  • Deferred Compensation Plans
  • Employer Sponsored 529 Plans
  • Educational Seminars - Various Topics

Insurance Products

  • Fixed & Variable Annuities
  • Life Insurance
  • Long-Term Care Insurance

Most Recent Articles


Market Updates


Speak with a Professional

Let’s begin the conversation. Submit this form to schedule an initial conversation. We’ll use what we learn to match you with the right financial professional for your background and requirements.

Thank you!
Oops!