About US

We at EFA work in our client’s best interests to understand their unique issues and create a flexible but clear and direct road map to achieve their goals.  This consists of a comprehensive and integrated wealth management plan and corresponding unbiased custom solutions. Our plans will continue to guide and protect clients in the years ahead, regardless of changing market and economic conditions.

 

 

EFA practices truly comprehensive financial planning, meaning we will carefully examine your entire financial situation and identify strategies for you to successfully achieve all of life’s milestones.

 

As a Fiduciary, the EFA financial advisor is required to act with undivided loyalty to the client.  This includes disclosure of how the financial advisor is to be compensated and any corresponding conflicts of interest.

 

EFA is focused on our clients and their personal financial situations.  As Fee-Only financial advisors, we are committed to carefully recommending a prudent course of action that is strictly in the best interests of the client.

 

EFA’s focus is to provide the very best advice available to our clients.  We are not tied in any way to a firm or service.  Our independence allows us to make recommendations based on the unique needs of our clients. 

 

This model minimizes conflicts of interest. As a Fee-Only financial advisor, EFA only charges for our advice and/or ongoing management. No other financial reward is provided by any other institution, which means we do not receive commissions on the actions we take on the clients’ behalf. Compensation is based on an annual retainer. In essence, EFA sells only one thing – our knowledge.

 

As a NAPFA Registered Financial Adviser, we were required to undergo a thorough review of our credentials, experience, and knowledge to ensure we have achieved the highest level of financial planning competency available in the industry.