We are a retirement-focused financial advisor dedicated to helping you build a legacy of wealth for yourself and future generations.
At Ethos, we believe your retirement years should be shaped by the clarity, control, and confidence that comes from a well-rounded plan. Ethos takes the time to understand every dimension of your life – your goals, your loved ones, your dreams for the future – so we can help you build and preserve the wealth that supports the life you’ve always imagined.
Because our advisors serve as fiduciaries, we are committed to acting in your best interest: in every moment, in every decision. With our Ethos Peak framework, we work side by side with our clients to develop a comprehensive retirement strategy, encompassing income, investment, tax, healthcare, and estate planning. Your financial life is more than a portfolio, and your retirement plan should reflect that.
Whether you’re preparing for retirement or already enjoying it, Ethos is here to help you build lasting wealth, protect what matters, and move confidently toward the life you’ve imagined.
At the core of Ethos, we are guided by these fundamental values.
As an SEC-registered investment adviser, Ethos Capital Management operates under a fiduciary standard. This means our advisors are required to act in your best interest and to provide recommendations they reasonably believe meet your needs and objectives. Our approach is designed to minimize conflicts of interest, avoid product-driven recommendations, and offer guidance rooted in objective analysis and your specific circumstances. Our CFP® professionals also adhere to the firm’s fiduciary obligations and apply this standard when providing financial advice.
Our advisors who are CFP® professionals hold the CERTIFIED FINANCIAL PLANNER™ certification. Earning the CFP® certification requires rigorous education, examination, and ongoing continuing-education requirements. CFP® professionals must also follow the CFP Board’s Code of Ethics and Standards of Conduct, which emphasizes integrity, competence, diligence, and commitment to high professional standards. This designation reflects the additional training and ethical obligations undertaken by advisors who choose to pursue this credential. Just as many people look for recognized qualifications when selecting a doctor or accountant, the CFP® certification offers a clear way to identify financial professionals who have met defined education and ethical standards.
Retirement planning is most effective when it is personal, collaborative, and grounded in trust. At Ethos, we aim to build lasting relationships, not just financial plans. We take the time to understand your goals, values, and concerns, and we strive to be a consistent source of support throughout your retirement journey.
Our mission is to be a steady, knowledgeable partner who supports you in gaining clarity and confidence to make informed decisions, helping you navigate the future with confidence and purpose.
Ethos proudly serves clients from our Newtown, PA, and Princeton, NJ offices, and we work with individuals and families across the country through secure virtual meetings. Whether you prefer meeting in person or online, our team is accessible and equipped to support you wherever you live. Our hybrid approach is designed to keep you connected and supported in the way that works best for you.
We help to bring confidence and clarity to retirement planning. Contact our team of financial professionals to get started.