Financial Planning + Investments

Difference

Experience Our Difference

Fiduciary

We have the legal obligation to act as your fiduciary agent and to always do what is in your best interest (we are not an agent of a large investment company with a legal obligation to do what is in the best interest of that company).

We do NOT accept commissions, kickbacks, or third-party fees for recommending or selling investment and insurance products. This absolves us from an inherent conflict of interest to which the vast majority of financial advisors are subject. Clients receive only objective, unbiased advice from us. 

We adhere to the highest ethical standards as established by the National Assoication of Personal Financial Advisors (NAPFA) and CFP Board.


Independent

As a truly independent firm, we have access to the entire marketplace of investments, allowing us to invest our clients' money in the best mutual funds and exchange traded funds in the world.

We utilize research-based, disciplined investment strategies and strive for long-term rates of return that will allow our clients to meet their goals, while minimizing risk as much as is possible.


Education

Our firm is made up of individuals holding university degrees specifically in financial planning. Members of E+G also hold the most prestigious credentials in the investment and financial planning profession, including Ph.D.,CFP® and CDFA®- we are one of the most highly credentialed financial planning firms in the country.

We continually conduct research and learn. We utilize peer-reviewed, evidence-based planning and investment strategies and continually seek out new knowledge that may benefit our clients. We regularly review the latest academic journals and attend the leading continuing education conferences in the country, as well as conduct our own research.  


Comprehensive

We use a holistic approach to investment management and financial planning, continually integrating the latest research and evidence-based strategies into our clients' overall plans. We believe your investments can only be managed in an optimal way if they are managed within the context of your overall financial plan.

We provide a personalized approach to financial planning and investment management, and measure our own success by our clients' success in achieving their goals in life. Our services cover all aspects of your financial plan from retirement to tax planning and everything in between.


Service

We foster life-long relationships with our clients and always remain committed to adjusting their financial plan as their goals and circumstances in life evolve. We are here for you every step of the way.

We provide personalized, responsive service to our clients.  We will always take the necessary amount of time to know and understand our clients unique situation. A primary objective of ours is to create a strong working alliance with our clients - our goals align with our clients' goals.