WHO WE ARE

wealth management,fee-only financial planner

EFP provides personalized, confidential financial planning and investment management to individuals, trusts, estates, businesses, endowments, and charitable foundations. Advice is provided through consultation with our clients and may include: determination of financial objectives, identification of financial problems, cash flow management, tax planning, insurance review, investment management, education funding, retirement planning, and estate planning.

wealth management,fee-only financial planner

Our Values

You First

As fiduciaries, we keep your needs and goals our top priority. Our advisors are CERTIFIED FINANCIAL PLANNERS™, and are held to the highest standard of ethics and continuing education.

High Service

Our team of credentialed professionals focuses on providing world class service to our clients.

Personalized

We don't believe in cookie-cutter service: your plan is customized to your specific needs.

Actionable Advice

Instead of overloading you with excessive data, we're focused on providing clear and concise communication in an easy-to-follow format.

Cost Conscious

Our goal is to maximize your growth potential by minimizing expenses.

meet the team

EFP

Our Dedicated Professionals

Each and every member of our team serves a critical role in who we are as a company. We’ve chosen to partner with like-minded professionals who value excellence, integrity, and equality of service. We hope you’ll contact us to learn more about our team and how we may be able to help you reach your financial goals!

Why Choose EFP?

We take our responsibility as financial planners and fiduciaries seriously. Our advisors strive to maintain a reputation of high client service and knowledge of their profession. Here’s a little more about what makes us different:

 

  • WE ARE A FEE-ONLY FIRM — We don’t accept commissions or finder’s fees of any form on any products, so that we can always keep your best interests at heart.

  • WE PRIORITIZE SERVICE — We have set a firm-wide standard of providing excellent service to our clients at all times. Our clients are our priority. Period.

  • WE PERSONALIZE OUR PLANS — At EFP, we realize that a cookie-cutter plan with minor customizations is not sufficient for our client’s needs. We take the time needed to thoroughly understand your situation and establish a plan that is truly tailored to your specific situation.

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wealth management,fee-only financial planner
wealth management,fee-only financial planner
wealth management,fee-only financial planner
wealth management,fee-only financial planner
wealth management,fee-only financial planner

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

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

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