Eckman Wealth Management is affiliated with CLC Tax Advisors. CLC Tax Advisors retains the services of an in-house Enrolled Agent with the IRS. Both firms coordinate planning to ensure that tax strategies align with portfolio management strategies.

Ensure they are a fiduciary first and foremost. Look for an advisor that has relevant experience in situations like yours, and ensure that their communication style aligns with yours. For a full guide through the process of choosing an advisor, check our our “16 Questions to Ask a Financial Advisor” handout.

You can reach us anytime via our contact page or email. We aim to respond quickly—usually within one business day.

Yes, we can include an in-person element to your tax preparation or quarterly client update meetings. We typically meet in the central Phoenix or northern Phoenix areas.

We are fee-based investment advisors, with a typical fee of 1.35% of AUM under $1m. Once assets increase above $1m, our fees are reduced accordingly.

Financial advisors are not able to consistently beat the stock market. So, why would you use one? Financial advisors bring all aspects of a financial plan together, including estate planning consideration, tax strategy, life insurance policies to protect the foundation of the family, and the clarity and peace of mind associated with addressing your concerns.