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About Us

Mission Statement

"To be remembered for making a difference in the lives of those we are fortunate to serve"

About EFinancial Advisors

Thank you for visiting our site! Our objective is to help clients identify their primary life goals and then create a disciplined, holistic and long term strategy to pursue those goals.  Because we are powered by one of the nation's largest broker/dealers - LPL Financial*, we are able to access the entire universe of investment vehicles to include stocks, bonds, ETFs (exchange traded funds), fixed and variable annuities, mutual funds, and alternative investments etc., in a truly independent manner allowing us to tailor strategies specifically designed to meet the unique needs of our clients; not the investment firm!

The constant pursuit of a well-spent life is important to most people we speak to today and with over 25 years of service in the financial services arena, our firm is confident that we have the capability to assist you in determining what a well-spent life really means to you--call us today!

*As reported by Financial Planning magazine, June 1996-2017, based on total revenue.

At EFinancial Advisors, we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

We can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management analysis

We also can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s a good approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation.