A complete list of active advisors currently associated with EFS Wealth Management LLC
Warmer can help you find a great advisor at EFS Wealth Management LLC or one who fits your needs even better.
EFS Wealth Management LLC provides investment advisory and financial planning services to a range of clients, including individuals, trusts, family offices, small businesses, endowments, and other institutional investors. The firm typically implements management through separately managed accounts by recommending third‑party money managers and also offers standalone financial planning engagements. The firm’s process centers on constructing asset mixes suited to client risk tolerance and long‑term objectives and on selecting and monitoring outside money managers; discretionary trading authority for portfolios generally resides with those money managers. EFS Wealth uses asset allocation, mutual fund/ETF analysis, and fundamental and qualitative methods to evaluate strategies and inform suitability determinations. Noteworthy features include an affiliation with an insurance agency through which the firm’s representatives may offer insurance products and receive commissions, a potential conflict the brochure discloses, and a formal practice of referring clients to selected outside advisers under tri‑party arrangements. EFS Wealth also offers financial planning on an hourly or fixed‑fee basis in addition to asset‑based management fees, and the firm reported no assets under management as of its initial ADV filing.
To learn more about the advisors currently working at EFS Wealth Management 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.
Name |
Location |
Years of experience |
|---|---|---|
Columbus, OH
| 3
|
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