A complete list of active advisors currently associated with EZ Financial Group Inc.

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

The firm provides ongoing asset management and modular financial planning for individuals, trusts, estates, corporate retirement plans and small businesses, managing both discretionary and non‑discretionary accounts. It typically applies account minimums (the brochure notes a $100,000 relationship minimum and a $50,000 per‑account guideline) and reports both discretionary and non‑discretionary assets under management. The adviser emphasizes passive portfolio construction using index mutual funds and ETFs consistent with Modern Portfolio Theory, seeking diversified allocations to manage correlation, risk, and return. The firm also describes the use of fundamental, technical, cyclical and charting analyses, occasional referrals to outside managers, and institutional trade execution practices (including block trades and use of Charles Schwab Institutional). Notably for a solo independent adviser, the principal maintains a separate tax practice as an Enrolled Agent that prepares and files returns for individuals and businesses, an additional financial‑industry activity disclosed in the brochure. The firm also discloses prior part‑time sales experience and a 2018 ownership change, and affirms it does not accept commissions or compensation from third parties for product sales.

To learn more about the advisors currently working at EZ Financial Group 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.