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.
Boats docked on the coast
View of coast with rocks on land
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.
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