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About Us

Eggert Financial Management, Inc. is a wealth advisory firm specializing in financial planning and investment management. 

Our mission is to understand your unique financial situation, enabling us to develop a plan to help you achieve your goals and dreams.  Our years of experience, knowledgeable staff and commitment to outstanding client service combine to support you on your journey toward financial success.  

Bill Eggert, CFP®, NSSA®, is the President and Founder of Eggert Financial Management.  Bill grew up in the Centennial area, attended Arapahoe High School and The University of Colorado, Boulder, where he received his degree in Finance.  In 1987, he received his certification as a CERTIFIED FINANCIAL PLANNER™ practitioner.   

Bill loves experiencing all that the Colorado outdoors has to offer, including skiing and golf.  In addition, you might also find Bill playing bass with his band, Dogs In The Yard!