Individuals & Families

EFA leverages technology to maximize the value clients receive, while minimizing costs – all with a personal touch that comes from an advisor who knows the client.

EFA incorporates fundamentally sound investment management to create a personalized asset-allocation strategy that takes your Goals & Risk Profile into consideration. The investment-allocation process is a component of a holistic approach to your overall financial situation. We identify the right mix of investments from a wide array of sources. Our open-architecture investment platforms mean there are no proprietary products that move to the top of the list. We find the right investment vehicles for your specific portfolio(s).

Our experience tells us that investors are looking for experienced and trusted advisors who can provide:

  • Investment management tailored to their goals & risk profile
    (Income, Safety-net, Major Savings, Building Wealth, Retirement)
  • Understandable reporting on portfolio, performance, and fees

We have gleaned valuable insights and best practices over the past decade acting as an investment fiduciaries to institutional retirement plans that we will apply to your wealth planning and investment needs.

Our fee-only business model means that our advisors’ interests are aligned with yours. We have no products to sell and are in a position to offer truly objective investment advice.

Free Portfolio Risk Analysis