Our Company



As president of Eggert Financial Management, Inc., Bill seeks to address all the financial issues in a client's life and provide solutions.


Nothing grows without proper care and attention. This includes your wealth. Bill's career is about just that: tending to your needs to secure valuable returns.

His unique approach to financial planning and care begins with your personal values, visions and goals - what you are truly trying to accomplish. He helps you define, build and protect your financial independence and your ultimate legacy.




A bonsai may seem like just another potted plant. In reality, a bonsai is the result of years of planning and discipline: years of making conscious decisions about how it will grow, years of pruning, nurturing and shaping to bring a vision to maturity.

It is its own legacy.

It's all about carefully planned growth.

That is what Bill's career is about. He is a wealth adviser to many successful individuals and families - carefully managing their assets, helping them shape their own highly personal and unique legacies.

"Your legacy is like the bonsai: personal, unique, and valuable. With care and meticulous planning, that legacy can last for generations."
Bill has been advising affluent individuals and families since 1982. He is a leader who advises leaders. He sees the big picture and the smallest details.

With that kind of vision, it's little wonder some of Denver's most prominent families rely on Bill for advice in wealth management. They like working with him. They like the fact that he's a Registered Investment Adviser - free from conflicts of interest, free to recommend any investment. They appreciate the fact that his financial services company is independent.



Bill has chosen to affiliate Eggert Financial Management, Inc. with MCL Financial Group, Inc., a local, independent provider of financial services. This affiliation allows Bill freedom and objectivity, while instantly connecting him to any investment resources his clients might require.

Call Bill today to discover how he can help you cultivate your wealth and shape a lasting legacy.