A complete list of active advisors currently associated with EEE Financial LLC

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

EEE Financial serves individual and family clients, providing discretionary portfolio management as its primary advisory service. In addition to investment advice, the firm offers accounting services to individuals and small businesses, including tax preparation and bookkeeping. The firm constructs customized strategies grounded in modern portfolio theory, emphasizing strategic asset allocation, diversified ETFs and selective individual securities, tax-efficient techniques, dollar‑cost averaging and occasional tax‑loss harvesting. Investment recommendations are tailored using client-provided information gathered via questionnaires, email, phone or meetings, and portfolio management requires clients to grant discretionary trading authority while allowing clients to choose their custodian. A distinctive aspect of the firm is that its principal is a licensed CPA and the firm actively provides accounting and tax services, dedicating roughly five hours per week to those activities. The adviser operates as a fee‑only fiduciary, commonly recommends Interactive Brokers for low-cost trading, maintains limited (“constructive”) custody at that custodian solely for fee withdrawals, and does not vote client proxies.

To learn more about the advisors currently working at EEE Financial 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.