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Etesian Wealth Advisors, Inc Employee Directory

Investment ManagementOregon, United States2-10 Employees

Etesian Wealth Advisors, Inc is a small investment management firm based in Lake Oswego, Oregon. Its wealth management practice emphasizes relationships with clients rather than transactional activity, with professionals functioning as a single point of contact and taking responsibility for client satisfaction. This approach aims to provide consistent guidance and accountability throughout the client relationship.

The firm emphasizes integrity, commitment, and teamwork, and it supports its staff with a work-life balance that underpins quality decision making. Though not among the nation's largest wealth managers, its team structure favors an intimate, client-focused model and the development of longstanding relationships. This positioning places the company within the investment management sector as a boutique, relationship-driven advisor serving clients in the Lake Oswego area.

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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  • Stylized image of a person
    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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Etesian Wealth Advisors, Inc Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Accounting
  • Administrative
  • Analytics
  • Other

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
    Apr 13, 2026
  • Stylized image of a person
    B. W.
    Partner, Portfolio Manager
    Phone icon
    United StatesArkansas
    Jun 19, 2026
  • Stylized image of a person
    J. S.
    Vice President / Partner
    Phone icon
    United StatesOregon
    Jun 25, 2026
  • 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
    Jun 01, 2026
  • 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; 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 August 2026. 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 August 2026, 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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