A complete list of active advisors currently associated with EFinancial Alliance, LLC

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

E|Financial Alliance provides discretionary portfolio management and written financial planning to individuals, trusts, estates, pension and profit-sharing plans, and other businesses. The firm serves both high-net-worth and non-HNW individual clients and also offers ERISA non-fiduciary services to corporate qualified plans, with a typical account minimum of $100,000 (waivable). The firm constructs individualized, asset-allocation portfolios using marketable securities including ETFs, mutual funds, bonds and stocks, and emphasizes principles of value, safety and quality with a heavy focus on risk control. Portfolio management is discretionary and billed on a percentage-of-AUM basis, and accounts are reviewed monthly with formal client meetings at least annually. Compared with many peers, E|Financial Alliance combines financial planning and portfolio management into a single offering and manages nearly $292 million in discretionary assets for a relatively small client base through a four-advisor team, which results in a larger assets-per-client profile. The firm also discloses several operational distinctions: it requires clients to custody assets at recommended custodians (Charles Schwab or Altruist), does not enter into soft-dollar arrangements, and one advisory representative is separately licensed to sell insurance and may receive commissions for those sales, a potential conflict the firm discloses.

To learn more about the advisors currently working at EFinancial Alliance, 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.