Our Firm

McIlrath | Eck is dedicated to providing client-centered advice. You can be confident our advisors are looking out for your best interests with…

A Higher Standard of Care

McIlrath|Eck works with you in a FIDUCIARY capacity. As your fiduciary, we put your interests first and assume the legal obligation this creates. We do not receive compensation or fees from other parties for referrals. We hold ourselves responsible for how the accounts we manage for you perform and we work to be transparent and straightforward about the costs of asset management and your planning process. (Our Fees). We take pride in our role as the stewards of your assets and objectives. Our success is only measured by your ability to succeed and the level of confidence you have in your financial future.

     

 BROKERS VS. FIDUCIARIES

Investors are taking a hard look at the people managing their money. Elliot S. Weissbluth, the CEO of HighTower, has been a visionary on this issue for over a decade. In this whiteboard video, Elliot cleverly explains the difference between brokers and fiduciaries and sheds light on the main issues surrounding these denominations.

Your Interests Come First

We believe that each client should have an investment portfolio designed to meet their personal needs and goals. At the same time, it works to optimize the risk-reward ratio and minimize associated costs. The result is a customized, personal, financial plan. It is our priority to understand you and your situation. Our expert financial advisors set out to learn about your full financial picture and become knowledgeable about your lifestyle choices and goals. In doing this, we consider how your beliefs and attitudes impact the decisions you make about money so we can make recommendations that are designed specifically for you to succeed.

Well Informed Guidance

Thor, Sam and the rest of our team have solved numerous types of retirement and estate planning issues for people just like you. We offer comprehensive retirement and legacy planning services, all under one roof. Our financial planners take a collaborative approach to developing investment strategies that preserve your assets and increase your financial security for years to come. This means you will always have your questions answered promptly and you can count on us to ensure that you are continually informed on all aspects of your retirement plan.

If you want to protect, manage, and control your assets, our financial education classes will provide a solid basis for intelligent and purposeful decisions. We offer seminars for prospective clients or anyone interested in learning more about how to plan for the retirement of their dreams. We also offer employers the ability to have us to come to your workplace and put on a financial planning seminar for your employees.

 MEET OUR TEAM!

Sam – J.D.

Attorney At Law

Brian – CFP ®

Financial Planner/Portfolio Manager

Troy – CFP ®

Financial Planner

Jake – J.D.

Associate Financial Planner

Gail

Client Services Manager

Linda

Client Services Manager

Karla

Client Relations Administrator

Sonya

Administrative Services Manager

Stephanie

Administrative Services

Hannah

Administrative Services Assistant

Map 

Contact 

Phone: 360-657-8600
Toll-free: 888-248-5077
Fax: 360-657-1819

Disclosures

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Disclaimer
This website is a general communication being provided for informational purposes only. It is educational in nature and not designed to be a recommendation for any specific investment product, strategy, plan feature or other purposes....

By receiving this communication you agree with the intended purpose described above. Any examples used in this material are generic, hypothetical and for illustration purposes only. None of the McIlrath|Eck Management, its affiliates or representatives is suggesting that the recipient or any other person take a specific course of action or any action at all. Prior to making any investment or financial decisions, an investor should seek individualized advice from a personal financial, legal, tax and other professional advisor that takes into account all of the particular facts and circumstances of an investor’s own situation. Investing involves risk, including the loss of all or a portion of your investment. Nothing contained herein should be construed as a warranty of investment results. Opinions and statements of financial market trends that are based on current market conditions constitute our judgment and are subject to change without notice. We believe the information provided here is reliable but should not be assumed to be accurate or complete. The views and strategies described may not be suitable for all investors.
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