Let's Plan Together

Unlock the power of your wealth.

Comprehensive Wealth Management

We offer fee-only, comprehensive wealth management for individuals and organizations. We'll help you strategize for the future through evaluation of goals and cashflow, proposal of tax-efficient investment strategies, disciplined portfolio rebalancing, and proactive scenario analysis.

Diligent Investment Guidance

Acting as your fiduciary, we'll help you build an investment portfolio based on your desired risk exposure. We specialize in building tax-efficient, globally diversified, low-cost portfolios for our clients.

Support In Every Stage of Life

Whether it's estate planning, charitable planning, or discussing appropriate uses and types of insurance, you'll have our support at every turn. Should life throw you an unexpected curveball, we can update your fully customized plan to adapt to the changes.

What We Offer

Detailed Financial Planning

It sounds simple, but financial planning is complex. It’s difficult to feel confident that you’re making good choices and positioning yourself for financial success. Our team of fee-only advisors will analyze your situation from all angles and construct a comprehensive, customized plan to fit your specific goals.

fee-only financial advisor
fee-only financial advisor

Investment Management

Ever questioned your investment strategy? Are you reacting emotionally to market swings? Wondering if your investments match your risk tolerance and time horizon? It can be hard to choose investments and especially hard to give your portfolio the time and attention it needs each and every year. We partner with you to build a diversified investment portfolio that’s appropriate for your specific goals, your cash flow needs,  and your risk tolerance.

Wealth Management

Comprehensive wealth management provides our clients with a complete experience, including all of the services we offer. The individual components of advice that we offer are pieces of the financial puzzle that comprehensive management unites together. Visit our services page to learn more about the full suite of services we offer.

fee-only financial advisor
fee-only financial advisor

Estate and Legacy Planning

Not confident in your estate plan? Wish you knew how to most efficiently gift to charity? At EFP, we focus on helping you build a legacy for you and your family through strategic brainstorming and complex planning strategies. Our goal is to help you feel confident when discussing your goals with your estate attorney, or bring your charitable aspirations to life with tax-efficient charitable gifting strategies.

Our Process

If you’ve never had a wealth advisor before, the whole ordeal can sound quite intimidating. That’s why we’ve outlined exactly what our process looks like, and how we’ll guide you through each step of the way.

fee-only financial advisor

Shaping Future

Who We Are

Find out more about the team at EFP.

Who We Serve

Learn more about the people we serve and our personalized approach to financial planning.

Achievements & Recognition

Explore the accomplishments of EFP and our financial planners.

Find out why our #1 source of new clients is personal referrals.

Let’s Schedule a time to visit. No strings attached.