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

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

EFG Financial, LLC works with individuals, high‑net‑worth individuals, and businesses to provide retirement planning, portfolio management, and recommendations to third‑party investment advisers. Retirement planning is delivered through client interviews and software (and is complimentary for clients who invest $100,000 or more), while portfolio management is offered on a non‑discretionary basis. The firm’s investment approach is grounded in modern portfolio theory and proprietary model portfolios, with disciplined rebalancing and an emphasis on tax efficiency and concentration management when appropriate. EFG conducts due diligence on recommended third‑party advisers (including fees, performance, and reporting capabilities), relies on custodians such as Charles Schwab and SEI for custody and trade execution, and performs semi‑annual portfolio reviews. Notable distinctions include an affiliation with an insurance business: the managing member is a licensed insurance agent with Eminence Financial Group and may receive commissions for insurance sales, a conflict disclosed in the brochure. The firm also does not directly maintain custody or directly manage client assets but instead monitors and advises on assets held with third‑party managers and arranges co‑adviser or solicitor relationships — a service model that differs from many peers — and operates with a small advisory team supporting a modest client base.

To learn more about the advisors currently working at EFG 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.