Comprehensive Planning
We coordinate investment strategy, retirement, estate planning, education funding, insurance, tax planning, and charitable giving into a single, actionable plan. Our approach is grounded in financial precision and client-focused solutions.
Investment Strategy
Retirement Planning
Estate Planning
Education Funding
Insurance & Tax
Charitable Giving
What Sets Us Apart
Independence
No products sold. No commissions earned. No referral fees. Compensation comes directly from clients — which means every recommendation is made in your interest, not ours.
Financial Precision
Each recommendation we provide is distinct, backed by empirical data, and thoroughly documented—applying the same professional rigor and precise analytical standards found in expert business valuation.
Grounded Experience
Étalon Financial is founded by a physician who built a practice, sold it, and reached financial independence by 40 — then decided what she learned along the way was worth sharing, not keeping to herself. That experience informs every engagement — not as a credential, but as context.
Who We Work With
Étalon Financial serves a diverse clientele at varying stages of their financial journey.
Individuals and families
We unify investment strategy, retirement, legacy planning, education, insurance, and giving into one cohesive roadmap.
Executives and professionals
We navigate the intricacies of high-income planning, from equity incentive packages and deferred compensation to managing tax exposure and concentrated holdings.
Entreprenuers and business owners
We specialize in bridging the gap between your most valuable but illiquid asset and your personal financial goals, focusing on valuation and exit strategies.
Global and mobile clients
Expert advice for US expats, dual-citizens, and mobile professionals navigating cross-border realities—with full specialized planning services launching in 2027.
With deep roots in the medical community, Étalon Financial offers specialized expertise for physicians and healthcare leaders. Explore our dedicated resources for medical professionals on the planning page.
“The true value of a financial plan lies in its actionable precision and the integrity behind its creation.”
— Esther Barnes, DPM, FACFAS, MBA · Founder, Étalon Financial