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We endeavor to know and understand your financial situation

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Company Intro

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At Eckroth Financial Group we strive to provide our clients with service that separates us from our competitors. Our goal is to help our clients plan a path for a better future and instill them with confidence and peace of mind.

My team has developed and refined a process to help successful families simplify the financial complexity created by their success. It’s a dynamic process that adapts as their lives unfold and their needs evolve. It helps create clarity and confidence in their future.

We take pride in acting as a sounding board for our clients’ friends and family, even if they are not yet a client. If someone is important to you then they are important to us.

Our firm partners with professional/institutional money managers, and we have access to a large selection of portfolios designed using the following investment vehicles:

• STOCKS
• BONDS
• EXCHANGE TRADED FUNDS (ETFS)
• MUTUAL FUNDS
• ENDOWMENT ALTERNATIVE FUNDS/STRUCTURED NOTES

Our clients assets are placed with carefully selected third party custodial firms: TD Ameritrade, Charles Schwab, and Fidelity. These firms offer some of the highest levels of client security in the industry.

When appropriate, we also may incorporate customized insurance strategies from highly rated companies for principle preservation, retirement income and legacy planning.
Through a strategic partnership with Case Central and Gradient Investments, a team of CFP®s and CFA®s, we collaborate on each individual client account to offer dedicated strategies that clearly address our clients’ complex financial objectives.

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Legacy Planning

Legacy Planning


Legacy planning is one key element of any retirement plan and helps ensure that your legacy carries on to help your loved ones, and that your final wishes are respected. We can help you plan your legacy in a variety of ways based on whether you’re looking to preserve assets for future use, or transfer your wealth to beneficiaries.

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Income Planning

Income Planning


Income planning for retirement can be a daunting task for many retirees because there is a lot to learn. At Eckroth Financial Group, we are here to help you navigate throughout each of the three income planning phases — accumulation, distribution, and preservation or transfer — and to help you uncover the various opportunities and concerns of each phase.

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Asset Allocation & Risk

Asset Allocation & Risk


Our organization prides itself on providing retirement planning services to Newtown Square, PA and the surrounding communities. We take an extensive look at each client’s unique mix of assets to integrate aspects of our clients’ wealth into a coordinated plan.

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Gen Vault

Generational Vault

It wasn’t that long ago that managing your financial lives meant keeping track of dozens – if not hundreds – of documents like trusts, wills, powers of attorney, insurance policies, investments and more. They were squirreled away in drawers, boxes, grocery bags and who knows where else. But thankfully, Generational Vault – your virtual safety deposit box – is an easier way to keep track of all those vital documents. Generational Vault never sleeps; it’s your 24-7-365 access to your accounts and important documents all in one place! Reach out to us today to discuss how Generational Vault can help you organize and safeguard the most important documents in your life.

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18 Campus Blvd. Suite 100
Newtown Square, PA 19073

(484) 362-8424
steve@efgwealthadvisors.com

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  • Generational Vault
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  • Income Planning
  • Legacy Planning

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Disclosure

Exclusive rights to this material belongs to GPS. Unauthorized use of the material is prohibited.

Steve Eckroth offers Investment Advisory Services through Gradient Advisors, LLC (Arden Hills, MN 877-885-0508), an SEC Registered Investment Advisor. Gradient Advisors, LLC and its advisors do not render tax, legal, or accounting advice. Eckroth Financial Group is not a registered investment advisor and is independent of Gradient Advisors, LLC. Insurance products and services are offered through Steve Eckroth, independent agent. Eckroth Financial Group, Steve Eckroth and Gradient Advisors, LLC are not affiliated with or endorsed by the Social Security Administration or any government agency. All written content on this site is for information purposes only. Opinions expressed herein are solely those of Steve Eckroth, and our editorial staff. The presence of this website shall in no way be construed or interpreted as a solicitation to sell or offer to sell Investment Advisory Services to any residents of any State other than the State(s) Steve Eckroth, is registered or where otherwise legally permitted. Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual adviser prior to implementation. Hyperlinks on this website are provided as a convenience. We cannot be held responsible for information, services or products found on websites linked to ours.