Who We Are

Empowering You to Understand How Wealth Works

At Eslick Financial Group, we facilitate an exchange of information that is highly relevant to your needs and goals. We empower our clients by engaging them with their options and explaining solutions succinctly; we leave industry jargon out of the conversation. We talk about the pros and the cons of any situation and focus on how any one choice impacts your bigger picture.

Based in Waterloo, Iowa, Eslick Financial Group has served many accomplished individuals and their families—as well as corporations, foundations, and endowments—since 1978. We are as devoted to your goals as you are.

Through our exclusive partnerships with many of the leading multi-billion dollar investment management and insurance companies, our team provides specialized products and solutions that meet the various unique needs of our clients.

We are a Member Firm of M Financial Group, one of the nation’s premier financial services design and distribution companies. M Financial Group serves affluent individuals and Fortune 1000 companies through an exclusive network of more than 140 of the nation’s most successful and innovative financial services firms. Each Member Firm is independent, but works toward a common goal: to offer a comprehensive selection of best-of-class solutions designed to help clients reach their financial goals.