A complete list of active advisors currently associated with EFC Wealth Management Firm LLC

Warmer can help you find a great advisor at EFC Wealth Management Firm LLC or one who fits your needs even better.

EFC Wealth Management Firm LLC provides discretionary asset management, financial planning, and retirement-plan services to individual investors and plan sponsors, including limited‑scope ERISA 3(21) fiduciary services for qualified employer plans. The firm also offers investor education through public seminars and workshops and a subscription-based coaching program for clients who do not yet meet traditional asset thresholds. EFC builds client portfolios around stated goals, time horizons, and risk tolerances, and may delegate portfolio implementation to third‑party sub‑advisors or model strategists while retaining overall client relationship and discretion. Accounts are reviewed at least annually (or sooner as circumstances change), clients receive custodial statements and performance reporting, and clients may impose written investment restrictions. What is distinctive in the brochure is the firm’s mix of advisory, educational, and affiliated business activities: the managing member maintains an affiliated insurance agency and is also licensed to transact real estate, and the brochure discloses that advisor representatives may receive commissions for insurance and real‑estate transactions (with procedures and disclosures used to manage conflicts). The firm’s public seminars and the Jumpstart subscription coaching service for lower‑asset investors, together with an explicit no‑minimum account policy, are less common characteristics among similar supported advisers.

To learn more about the advisors currently working at EFC Wealth Management Firm 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.