Ethos Capital Advisors

The team behind Ethos Capital Advisors, LLC is made up of qualified financial professionals who are passionate about helping individuals and families work toward their ideal retirements.

Let’s Get Started!

Ethos Capital Advisors

The team behind Ethos Capital Advisors, LLC is made up of qualified financial professionals who are passionate about helping individuals and families work toward their ideal retirements.

Let’s Get Started!

OUR PROCESS

Ethos Capital Advisors’ process will potentially help reduce risk and increase the value of your retirement financial plan through comprehensive bench marking and analysis. A one-size-fits-all financial plan does not exist. Like your needs, objectives, and goals, your financial plan should be developed from what is most important to you. We are here to help.

GrowGrow Back
PreservePreserve Back
GiveGive Back

REFINED DECISION-MAKING

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MEET THE TEAM

Steven J. Toto, CFP®
Steven J. Toto, CFP®Chief Executive Officer / Managing Partner
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Nina Toto, J.D.
Nina Toto, J.D.Partner & Director of Operations
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Michael Reap
Michael ReapSenior Financial Professional
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Sarah Napiecek
Sarah NapiecekDirector of Operations
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Vanessa Hernandez
Vanessa HernandezDirector of Business Relations
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Cindy Grosso
Cindy GrossoClient Services Specialist
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Greg Lichtenstein
Greg LichtensteinFinancial Planning Associate
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OUR EDUCATIONAL AFFILIATIONS

Ethos Capital Advisors
Our Locations

Our Pennsylvania office is located in downtown Newtown on State Street in the iconic “Bird-in-Hand”, an over 300-year-old colonial home that is the oldest framed building in Pennsylvania still standing. Erected in 1686, the building served as a house initially and was then converted into a local tavern. During the Revolutionary War, the tavern was used to make uniforms for the American troops at Valley Forge. On February 19th, 1778, 40 British sympathizers raided the building. The fighting left some American soldiers dead and others captured, distinguishing it as the only location in Newtown that encountered fighting in the Revolutionary War. After the war, the building reverted back to a tavern before it was repurposed into the first Newtown Post Office in 1800, and then eventually the Library Company in 1818. Over the course of the coming years, the building remained despite changing owners and now it is home to our offices! To read more about the history of our office building, click here.

You can visit Ethos Capital Advisors at our historic Newtown, PA location, or in our NEW Princeton, NJ office. Our new office is located at 100 Overlook Center on the second floor, directly off the Brunswick Pike.

PHARMACEUTICAL BENEFIT PLANNING

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