Individual Financial Planning
The future is full of uncertainty. Let us help take some of the mystery out of preparing for your financial future.
Corporate Retirement Plan Consulting
Need some help with your company retirement plan? We provide assistance and insight for employers and employees.
Investment Allocation and Strategy
Our advisors provide you with the guidance that can help you understand and better define your financial goals.
Our Mission
We established Eukles Wealth Management in 2011 to address the financial needs of business owners and individual investors. Our goal is to deliver a consistent approach for retirement planning by giving you custom strategies, personal attention and comprehensive guidance. While our team offers the benefit of more than 75 years of collective financial experience and knowledge, we feel the true advantage of Eukles is our personal touch. The Eukles team develops a relationship of trust with every client with the goal of providing value, for the long run.
The Legend of Eukles
Eukles Wealth Management derives its name from the ancient legend of Eukles (pronounced “youklees”). In the 5th century B.C., a vastly outnumbered Athenian army defeated Persian invaders at the Battle of Marathon, a small coastal town located 26 miles northeast of Athens, Greece. As a result, the victorious Athenian general sent Eukles to Athens to announce the victory. His 26 mile run is the traditional basis for today’s modern Olympic “Marathon.”
The Athenian general put his trust in Eukles to deliver the news, and the herald gave his full commitment. Place your trust in us for your retirement planning and we will give you our commitment—for the long run.
Ready to get started?
Contact us today to set up your free consultation with one of our qualified advisors