How Can We Help?
Whether you are an employer looking after your company or an individual looking ahead to your future, count on us to invest the time and effort to develop a complete understanding of your particular financial planning needs. Our financial advisors use our significant industry experience and unparalleled dedication to serve your best interests.
Wealth Management and Financial Planning
We provide personalized financial guidance to individuals who are unsure how to manage their investments. Our process begins with an assessment of your current financial situation, and then collectively, we will set objectives for improving your financial health over time. The topics we will review include your retirement savings (401(k), IRA), your non-qualified investment accounts, your insurance policies, and your wealth transfer strategy. Upon agreement of said objectives, we will formalize, implement, and monitor your plan for the duration of our relationship.
401(k) Consulting Services
Our team at Eukles Wealth Management has been consulting on 401(k) plans for over 30 years. We work directly with plan sponsors to help manage fiduciary liability and place equal importance on working directly with the plan participants as they pursue their retirement income goals.
Eukles Asset Management manages several different portfolio strategies designed to work towards meeting a range of objectives. Currently, our portfolio management team manages the following discretionary portfolios:
- All-cap core equity
- Mid-cap equity
- Core fixed income
- Preferred stocks
- Asset Allocation ETF Portfolios
- Small Cap Equity