financial planning • investments • advice*

*as fiduciaries we act in your best interest, always

Are your finances a mess?

Get in shape with a personal financial advisor
and a “financial fitness” plan.

We can help you:

  • Gain financial stability

  • Create financial goals

  • Review available benefits

  • Discuss retirement accounts (Pension, 401(k), IRA)

  • Get Insurance

  • Craft an investment plan

  • Execute 401(k) or IRA rollovers

  • Plan for marriage or divorce

  • Go over a divorce settlement

  • Maximize business owners benefits & compensation

  • Build a retirement plan

  • Maximize Social Security Benefits

  • Create an efficient estate plan

  • Eldercare planning

  • Post-mortem & inheritance issues

  • And much more…

Get Started

Close to retirement?

Let a Certified Financial Planner® build you
a real strategy for retirement.

Income-based
Bucket Strategy™ solution

Your CFP® advisor will show you:

  • How your needs will change through retirement.

  • How to smartly structure your portfolio, pension, and social security for retirement.

  • How to set up strategic de-cumilation of assets and income through retirement.

  • How to adjust for success (if already retired).

How Bucket Strategy™ Works

Sleep well. We’ll be with you all the way.

Advisors

Expert wealth management

We invest using the Bucket Strategy™.

Our CFP® investment managers have deep market expertise. Our goal is to strategically manage your Bucket Strategy™ for success. To do so we keep razor sharp focus, track markets, economy, latest research and use expert execution.

Investing is complex

Stocks, Bonds, Mutual Funds, Real Estate, Gold, Oil, ETFs, ETNs, REITs, Inflation, Nominal Rates, Real Rates, Exchange Rates, Developed Markets, Emerging Markets, Small Caps, Large Caps, Preferred Shares, Blue Chips, Yield Curves, Bond Spreads, Duration, and so much more.

We understand complexity.

Trust eFinancialAdvisor to help you reach your goals, wisely.

Sleep well. You can count on us.

Learn How
0+
U.S. Public Companies
$0
In Billions of Bonds Outstanding
0+
Mutual Funds
0+
ETFs
Make an Appointment

Free for all clients: A full financial dashboard

All of your finances, simplified, in one place. Free for all clients.

Full Financial Snapshot

Track Spending & Net Worth

Check Insurance Coverage

Interactive Online Workshops

Estate Planning Tools

Co-Browse™ & Sign Documents

Co-Browse and Sign

Get started on a new path, today.

Let’s Do It