A complete list of active advisors currently associated with EGI Financial, Inc.

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

EGI Financial, Inc. is a state-registered investment adviser that provides discretionary and non‑discretionary money management, retirement plan advisory services, and occasional financial planning and portfolio or insurance reviews to individuals, high‑net‑worth clients, businesses, retirement plans, trusts, estates and charitable organizations. The firm manages publicly traded equities, fixed income, mutual funds/ETFs and options and charges asset‑based advisory fees. The firm frames its process as a Money Management Philosophy that emphasizes quality, growth and value, diversification and a long‑term outlook, with investments typically held a minimum of three years. EGI combines fundamental, technical and intangible analysis with a proprietary asset allocation model that categorizes holdings by “expectations” (growth, income, stability, speculation, market correlation) to guide suitability and risk management. EGI is affiliated with a FINRA broker‑dealer (American Heritage Securities) and an affiliated registered investment adviser (JCT/Alpha Asset Management), and all of its investment adviser representatives are also Series 7 registered representatives employed by the broker‑dealer; the firms share office space and personnel and use Wells Fargo’s Private Investment Management (PIM) platform for a material portion of assets. The firm is also licensed as an insurance agency in Ohio and occasionally sells insurance products separate from its fee‑only advisory practice, and it markets under the trade name American Heritage Financial.

To learn more about the advisors currently working at EGI Financial, Inc., 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.