Welcome to the Ethen Bagley Group, a dynamic financial advisory team comprised of ten dedicated professionals from diverse backgrounds and generations. With a shared commitment to delivering best in class service, we take pride in guiding our clients toward achieving their financial goals. Our approach goes beyond reacting to the market’s daily fluctuations, we emphasize comprehensive wealth planning tailored to your unique aspirations, values, and long-term objectives.Each member of our team brings unique experience and insights to the table, helping to ensure that our clients benefit from a comprehensive, disciplined approach to financial planning. From seasoned advisors with decades of industry experience to innovative thinkers leveraging the latest technology, our collaborative approach helps to ensures that the focus remains on helping you meet your goals. This disciplined approach allows our clients to make informed decisions, secure in the knowledge that they have a financial plan designed to adapt to life’s changes while remaining aligned with their objectives.Our commitment to excellence extends beyond financial knowledge. We pride ourselves on being easily accessible, helping to ensure our clients feel supported and informed every step of the way. Whether it’s a quick check-in to address immediate concerns or a comprehensive review of your accounts, our team is always available to provide the guidance and clarity you deserve.We invite you to experience the difference of working with a team the places your success at the center of everything we do. Let’s work together to build a secure and successful financial future for you and your family.
Our approach starts by focusing on what matters to you. We'll have a collaborative conversation and help you define and prioritize your financial goals. Using Merrill's Personal Wealth Analysis®, we'll develop a personalized plan paired with the tools, advice, and guidance you need to make fully informed decisions and implement your financial plan. We believe that strong communications are key to your success and you can expect to hear from us regularly with updates on your progress, the markets, and key regulatory and tax changes that may require timely adjustments to your plan. Our perspective is that time is your greatest resource. Once your financial strategy is in place, we'll handle the day-to-day management of your investment accounts so that you can focus on what is important to you.
CFP®, CRPC™, SE-AWMA™
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
