Trusted Partners In Shaping Your Wealth With Intention
EtonWay Financial is a precision‑focused practice applying tax disciplined planning structures and delivering a personalized experience designed to bring greater clarity to each client’s decisions.
Our Mission
Our mission is to provide deeply personal, tax‑efficient wealth strategies—crafted with objectivity, discretion, and a genuine understanding of your family’s values and long‑term vision.
Our Clients
Our clients span the country, representing multiple generations, including corporate executives, venture‑backed founders, AI & machine‑learning innovators, aerospace & space‑tech leaders, financial professionals, & affluent families.
Our Process
We systematically prepare our recommendations according to the complexity & uniqueness of each particular situation & individual. Through a detailed & process-driven model, we uncover the financial needs, goals, & concerns of our clients.
Our Experience
We know the questions to ask & life’s transitions to anticipate when developing & executing on a financial strategy designed to adapt to your evolving needs. We look forward to putting our passion & collective experience to work for you.
Aligned In Purpose
"Great teams don’t need to be louder than the competition; they just need to be more aligned."
- Warren Buffett
32
Licenses & Credentials
60
Partner Companies
100+
Total Years of Experience
$2,000,000,000+
In Force Benefit
Meet Our Team
Our dedicated professionals are here to guide you through your financial journey with expertise.
Forbes
Top Financial Security Professionals
Best-In-State
2025
We're Top Ranked by Forbes
Mike Shapiro, founder of EtonWay Financial, has been recognized by Forbes as one of the top financial security professionals in California. This achievement wouldn't have been possible without the unwavering trust and support from all of our amazing clients, partnerships, and our incredible team.
Our Expertise
