A complete list of active advisors currently associated with ESI Advisors

Warmer can help you find a great advisor at ESI Advisors or one who fits your needs even better.

ESI Advisors provides fee-based investment advisory and financial consulting services to individual clients, addressing areas such as retirement, tax, cash flow, and estate planning. Offerings include discretionary and non-discretionary portfolio management, a Schwab-hosted automated investment program, and standalone financial planning engagements. The firm builds customized, structured portfolios that reflect each client’s stated objectives and documented risk tolerance, employing fundamental, technical, and cyclical analysis as part of its process. It may manage accounts under discretionary authority via a limited power of attorney, uses an automated platform that supports systematic rebalancing and optional tax-loss harvesting, and performs account reviews at least quarterly. Noteworthy differences from many peers include the firm’s regular public seminars and workshops on investment topics — an educational offering that is relatively uncommon among independent advisers — and the use of Schwab’s Institutional Intelligent Portfolios platform with features such as the ability for clients to exclude up to three funds. The firm also discloses that its principal maintains employment outside the financial industry, a factor clients may consider when assessing availability and firm resources.

To learn more about the advisors currently working at ESI Advisors, 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.