Advisors at this firm
Elizabeth N
Series 63
Cincinnati, OH
eAdvisor LLC
Elizabeth Na is a financial advisor at eAdvisor LLC in Cincinnati, OH, with 24 years of industry experience. She holds a Series 63 designation and has been with eAdvisor since 2014. In addition to her advisory role, Ms. Na owns and works as an accountant at Na & Associates CPA LLC and is a licensed insurance agent. She is also president of 442 Chestnut Finance Group, Inc. and principal of JC Food Products Inc. eAdvisor provides advisory services to individuals, high-net-worth clients, charitable organizations, trusts, and retirement accounts by directing assets to third-party managers and offering standalone financial planning. The firm emphasizes due diligence on selected advisers and employs multiple analytic approaches while conducting ongoing performance reviews.
Michael M
Series 63
Cincinnati, OH
eAdvisor LLC
Michael McCormick is a financial advisor at eAdvisor LLC with 18 years of industry experience. He holds a Series 63 designation and has held leadership roles at multiple firms, including Financial Gravity Wealth, Inc. and MJ McCormick, LLC, a CPA/public accounting firm where he serves as managing member. In addition to his advisory work, he is involved in operating a data backup services company and holds executive roles in other non-investment-related businesses. eAdvisor LLC provides advisory services to individuals, high-net-worth clients, charitable organizations, trusts, and retirement accounts, primarily by directing assets to third-party managers and offering standalone financial planning. The firm emphasizes due diligence on selected advisers through multiple analytic approaches and conducts ongoing performance reviews without exercising investment discretion over client accounts.