A complete list of active advisors currently associated with E2I Financial Group, LLC

Warmer can help you find a great advisor at E2I Financial Group, LLC or one who fits your needs even better.

E2i Financial Group, LLC serves primarily individual clients—notably those age 50 and over—and also works with high-net-worth individuals and pension and profit-sharing plans. The firm offers modular or broad-based financial planning on an hourly basis covering retirement, tax, estate, risk management, education funding, and investment planning, and it provides asset-management services tied to clients’ financial plans. The firm’s process begins with a risk questionnaire and the preparation of written Investment Policy Statements or guidelines, and it uses third‑party registered investment advisors (via co‑advisor agreements) to implement tactically managed mutual fund and ETF allocations; clients may specify blends or accept the firm’s discretionary mix of those managers. Financial planning engagements typically conclude after delivery unless amended, and reviews are available on an annual or as‑needed basis. What distinguishes this firm from many solo independent advisors is that an investment adviser representative affiliated with the firm also operates an insurance agency and may recommend and sell insurance products for commissions, a conflict disclosed in the brochure. The firm also accepts pension and profit‑sharing plan clients and provides pension‑related consulting, and it documents formal co‑advisor and solicitor/referral arrangements with other RIAs rather than sponsoring wrap programs.

To learn more about the advisors currently working at E2I Financial Group, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.