A complete list of active advisors currently associated with ECF Wealth, Inc.

Warmer can help you find a great advisor at ECF Wealth, Inc. or one who fits your needs even better.

ECF Wealth provides discretionary investment management and financial planning to individuals, high‑net‑worth clients, trusts, estates, charitable organizations, businesses and retirement plans. As of December 31, 2025 the firm reported roughly $75.58 million in discretionary assets under management and offers both bundled wealth‑management engagements and standalone financial‑planning agreements, with tax preparation facilitated through a third‑party for certain clients. The firm applies Modern Portfolio Theory to construct predominantly long‑term, strategic portfolios using low‑cost mutual funds, ETFs and, when appropriate, individual stocks and bonds, and it may allocate portions of assets to unaffiliated independent managers. ECF Wealth sponsors a wrap fee program that bundles custodial and trading costs into a single asset‑based fee and may employ short‑term margin borrowings in separately managed accounts when deemed appropriate. Notable distinctions include retirement‑plan advisory and pension consulting services delivered in both 3(21) and 3(38) capacities, including ERISA‑related assistance and benchmarking for plan sponsors. The firm also has an insurance affiliation—an advisory person is licensed to sell insurance and may receive commission‑based compensation—which the disclosure identifies as a potential conflict of interest to be managed.

To learn more about the advisors currently working at ECF Wealth, Inc., 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.