OUR LEGACY

T.E. Wealth is founded on a simple premise. By providing people with truly objective advice, they can reach their financial goals and achieve peace of mind.

It’s an approach that is as attractive today as it was in 1972 when Timothy Egan founded the company. Back then, he recognized that many successful individuals and families received advice from multiple sources, but didn’t have a trusted expert who could bring it all together into a comprehensive plan.

Tim established T.E. Financial Consultants to address this need and soon found that people were attracted to his unique FEE-ONLY™ service. Unlike other financial services providers, he did not sell products or receive commissions. Instead, he charged a simple, transparent fee in exchange for truly professional and objective financial planning and advice.

In 2003, Kostas Andrikopoulos was named President and Chief Executive Officer of T.E. Wealth, with Tim Egan continuing as Chairman. Today we still continue to carry out his values and vision as we have for more than 35 years.

WHAT MAKES US DIFFERENT

We believe our complete focus on meeting the needs of our clients is the reason they choose to work with us, and the reason they stay with us year after year. Read More »

OUR EXPERTS

T.E. Wealth comprises a national network of financial experts with a diverse array of skills, experience and specialized knowledge, yet we are driven by a singular devotion to the well-being of our clients. Read More »

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