Etesian Wealth Advisors, Inc Employee Directory

Investment ManagementOregon, United States2-10 Employees

We structure our wealth management practice to emphasize client relationships over transactions. Our professionals serve as your single point of contact and are directly accountable for your satisfaction.


•Integrity – Our business is built upon our people. The reputation that we create in the community is based upon the efforts of how our people are seen in the community. We strive to create a work/life balance environment at work were our people enjoy coming into work and in turn make quality decisions for each client.

•Commitment – Our commitment to clients is a hallmark of our practice. Although we aren’t one of the nation’s largest wealth managers, our team structure enables an intimate, client-focused approach and we have realized many long-standing client relationships as a result. The success of our wealth management practice is most evident in the confidence our clients place in us year after year and generation after generation.

•Teamwork – Our team always maintains communication with each other to promote great ideas that can help you achieve your long term goals.

Find Etesian Wealth Advisors, Inc employees' phone numbers or email addresses

Etesian Wealth Advisors, Inc Global Highlights

Location
Employees

North America
7

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  • United States Of America
    7

Etesian Wealth Advisors, Inc's Leadership

  • Stylized image of a person
    B. L.
    Coo, Partner
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  • Stylized image of a person
    J. S.
    Vice President / Partner
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  • Stylized image of a person
    S. L.
    Managing Partner
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  • Stylized image of a person
    B. W.
    Partner, Portfolio Manager
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    J. S.
    Certified Financial Planner™
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  • Stylized image of a person
    G. G.
    Investment Advisor Representative
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  • Stylized image of a person
    P. S.
    Client Services
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Contact profiles from Etesian Wealth Advisors, Inc

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    S. L.
    Managing Partner
    Phone icon
    United StatesOregon
    Oct 19, 2025
  • Stylized image of a person
    B. W.
    Partner, Portfolio Manager
    Phone icon
    United StatesOregon
    Oct 17, 2025
  • Stylized image of a person
    J. S.
    Vice President / Partner
    Phone icon
    United StatesOregon
    Nov 15, 2025
  • Stylized image of a person
    B. L.
    Coo, Partner
    Phone icon
    United StatesOregon
    Apr 25, 2025
  • Stylized image of a person
    J. S.
    Certified Financial Planner™
    Phone icon
    United StatesOregon
    Nov 15, 2025
  • Stylized image of a person
    G. G.
    Investment Advisor Representative
    Phone icon
    United StatesOregon
    Jul 26, 2024
  • Stylized image of a person
    P. S.
    Client Services
    Phone icon
    UNITED STATES
    Jul 09, 2024

Frequently Asked Questions

What is Etesian Wealth Advisors, Inc known for?

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Etesian Wealth Advisors, Inc was founded in 2010 operates in the Investment Management industry. The company's main headquarters is located in 17040 Pilkington Road, Suite 300; you can contact the main corporate office by phone at . Explore Etesian Wealth Advisors, Inc's company overview page for more information.

What is Etesian Wealth Advisors, Inc's most common email format?

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Etesian Wealth Advisors, Inc employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Etesian Wealth Advisors, Inc email formats with LeadIQ.

How many employees does Etesian Wealth Advisors, Inc have currently?

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Etesian Wealth Advisors, Inc has approximately 5 employees as of December 2025. These team members are located across 1 continents, including North America.

Who are Etesian Wealth Advisors, Inc's key employees and leadership?

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As of December 2025, Etesian Wealth Advisors, Inc's key employees include:

  • Coo, Partner: B. L.
  • Vice President / Partner: J. S.
  • Managing Partner: S. L.
  • Partner, Portfolio Manager: B. W.
  • Certified Financial Planner™: J. S.

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