Financial planning is more than just numbers. It’s about building solid and lasting relationships with our clients.
We’re in it for the long haul with our clients, helping them achieve financial goals they didn’t think were possible.
One of our favorite parts of the job is getting to know each of our clients on a deeper and more intimate level so we can better serve them.
Most financial planning firms claim to be independent, unbiased and acting in their clients’ interests, but few will sign that agreement on the dotted line.
At Essa Financial, we’ve taken the fee-only fiduciary oath. Signing this pledge means we’re ethically bound to act solely in your best interest.
Unlike commission-based advisors, we’re not incentivized to sell specific stocks or services. By prioritizing your financial well-being, we’re committed to a relationship based on trust and integrity.
A business is only successful if its community buys into it, and we know it’s our responsibility to take an active role in the communities that have helped us become successful.
Elijah Essa, Founder of Essa Financial, is a fee-only financial planner with over eight years of experience.
He started the firm to provide transparent and client-centric financial advice to folks in the Louisville community and beyond
By mentoring and teaching financial planning students about fee-only financial planning, we’re helping nurture a new generation of ethically bound, client-centric financial advisors.
Elijah Essa is a part-time lecturer at the University of Louisville, where he teaches personal finance classes to students who will one day revolutionize the financial planning industry.
Do you have a trusted financial expert in your corner? We value deep relationships our with clients and believe exceptional client service is the cornerstone of financial planning.
