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Wealth Management

Client Centered

Advisory Accounts

At EFinancial Advisors, client portfolios are constructed using both in-house models and models offered by LPL's  investment research team.  Portfolios are comprised of many of  the top rated mutual funds and ETFs in the market place and regularly monitored for performance.  In addition, we offer separately managed stock and bond portfolios for individuals who prefer accounts primarily constructed with individual stocks and bonds. Client portfolios are constructed based on factors such as short and long term goals, overall risk tolerance, investment objective and investment time horizon.

Minimum account size is $50,000 and the cost of trading, rebalancing, monitoring of accounts and ongoing financial advice is covered through our annual client relationship management fee.

Trust Services

We offer trust services through the Private Trust Company, a wholly owned subsidiary of LPL Holdings. This arrangement allows us to provide fully integrated trust administration to our clients in a seamless fashion.

Click on  Private Trust Company  brochure for more information.