Eggert Financial Management, Inc. provides comprehensive Wealth Management Services - with a focus on tax-efficient wealth accumulation and distribution. In addition, we facilitate an environment for collaborative planning and decision making between the client, the client's family and the client's advisory team.

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Eggert Financial Management, Inc. is a Registered Investment Advisory firm offering professional financial planning and investment management services. Please click the link below for our current SEC disclosure form, ADV Part II. Mutual funds, annuities, stocks, and other investments available through MCL Financial Group, Inc. (MCL) Member FINRA/SIPC, are not insured by the FINRA, SIPC nor are they obligations of or guaranteed by MCL or any other affiliated entity. Such investments will fluctuate in value and are subject to investment risks including loss of some or all of the principal. Before proceeding further, please be advised that at present Bill Eggert is licensed to discuss with and/or offer financial services and/or investment products with residents of AZ, CA, CO, CT, FL, GA, ID, IL, KS, KY, MA, MT, NY, OH, PA, UT, VA and WA. If you are a resident of any other state, please note that it is a simple and expeditious procedure for Bill Eggert to become licensed in your state. Under normal circumstances, this licensing procedure takes only 24 to 48 hours.

If you would like to have a copy of Eggert Financial Management's most current registration form ADV Part II, please email us at bill@billeggert.com and we will forward you one right away.  The ADV Part II is our required SEC disclosure form.  It is updated and available to you on an annual basis.

You can download a our ADV (pdf format) by clicking the link below. 

                               Click here to download our ADV form