Get the most out of life with your money.
Schedule a Discovery Call
Explore what it’s like to work with Estia through a quick discovery call with a member of our team.
Elevate Your Financial Journey with Estia
Our process is guided by your purpose. Before we get into the numbers, we want to understand your Why, and craft a personalized financial plan that fits your life.
What our clients say
Has Estia helped achieve your financial goals?
“Estia does a phenomenal job of connecting the present with future scenarios based on concrete actions and goals.”
“Estia has truly transformed my financial future. When I first reached out to them, the idea of early retirement seemed like a distant dream. However, Estia turned that dream into a reality with a personalized plan that made early retirement not only attainable but also clearly achievable.”
"Without the help of the team at Estia, I would be totally lost! I had multiple life changes happen all at one time, each with a complicated financial impact for me. This team is absolutely the best. They took into account all of the moving parts and provided priceless guidance, both high level as well as details in the weeds!"
Working with Estia has been such a positive experience. They helped us reach our primary goals of getting married and buying a house! We wanted (needed) to start saving money while still being able to enjoy the things we love, and Estia helped us create a plan that allowed us to do just that. We are so grateful for their expertise and support.
What do you appreciate about our services?
“I credit Estia with helping my husband and I avoid countless fights over finances. The team is thorough and candid about what is possible while always keeping our best interest in mind.”
“From the outset, I was impressed by the team’s honest and transparent approach. Their freindly demeanor and professional expertise made the entire process smooth and engaging. Throughout our journey together, I have felt a genuine sense of partnership and shared success.”
"The team provided excellent service and guidance throughout my transition to retirement with financial advice and investment strategies available to me. They spent time explaining and showed patience to make sure I was comfortable with my decisions."
"There are many things I appreciate about this team and their services. Some include their professionalism, response time was immediate, availability, intelligence, customized financial suggestions, hand-holding at times, and very personable. I wouldn't use anyone else."
"What we appreciate most about Estia's services is the level of personalized attention we receive. The team takes the time to fully understand our current needs and future goals. They provide us with customized recommendations and a tailored approach that not only instills confidence but also a sense of empowerment."
Would you recommend Estia? If so, why?
“Without hesitation, a resounding yes. Working with Estia has given us tremendous peace of mind regarding the financial security of our family’s future.”
“I have already recommended Estia to friends and family, and I will continue to do so with confidence. Their expertise and unwavering commitment have truly made a difference in my life, and I am certain they can help others achieve their financial goals as well.”
"I highly recommend Estia to anyone seeking professional, courteous, and friendly fiduciary services. They helped ease my stress and anxiety during the transition period. I am so grateful."
"YES I WOULD. In fact, I have already started with my 18 year old. I wish I was guided about finances from an early age. It is literally a priceless process. The team is knowledgeable and kind. And I would confidently recommend Estia to anyone."
"We would recommend Estia to others and have connected them with friends who have also told us how much they appreciate Estia's professionalism, expertise, and care with their finances and future planning. Anyone seeking financial guidance would benefit greatly from Estia's services!"
Estia in the News
The Power to Live
as You Wish
Excellent financial planning is the power to control your life. Discover ways to help build security and independence with a Financial Planner from Estia Focused Financial.
Areas We Serve You
The Legend of Estia
In ancient Greece, Hestia was the goddess of the hearth and the keeper of the flame on Mount Olympus. In her name, a public hearth was always kept lit to provide a fresh flame—essential for light and cooking—to anyone who needed it.
This is the inspiration for Estia Focused Financial: we work with you to continually help fuel your comfort and security, now and in the future.
Meet Our Founders and the Estia Team
Latest Blog & Articles
Our Blog and Articles Section Offers Fresh Perspectives on Investment and Business Topics, with New Posts Added Regularly
