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.

Eukles named one of NAPA Top DC Advisor Teams 2021

Investment Allocation and Strategy

Our advisors provide you with the guidance that can help you understand and better define your financial goals.

Casey Lysaght

Casey Lysaght, CRPS®

Managing Partner, Wealth Manager

Have questions?

Managing partner and Wealth Manager Casey Lysaght is committed to helping his clients pursue their financial goals through consistent communication and monitoring.

Our process starts with a commitment-free introductory conversation to discuss how Eukles may be able to help you with your financial planning and investment management needs.  Click the link below to schedule a 15 minute zoom meeting with our featured Eukles advisor: Casey Lysaght.

Our Mission

Our mission is to deliver a consistent approach for retirement planning by giving you custom strategies, personal attention and comprehensive guidance. Our team offers the benefit of more than 75 years of collective financial experience and knowledge, and we provide a personal touch for each client. 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.

Running Man

Ready to get started?

Contact us today to set up your free consultation with one of our qualified advisors