Who We Are
Our Story
Welcome to EFC Wealth Management, where your financial stability for tomorrow starts today. Our philosophy is woven into the fabric of our services—we are here to guide pre-retirees and retirees as they navigate the complexities of the financial world. Specializing in income planning, risk management, and tax planning, we aim to provide a service that transcends the traditional transactional nature of finance.
At the heart of our firm is Cory Chapman, our founder, whose extensive 25-year journey through mortgage lending, real estate, estate planning, insurance services, and investment management has cultivated a distinctive approach to financial advisement. His ‘Sound Fiscal House’ process is a testament to his belief in a holistic plan, one that harmonizes all aspects of financial well-being.
EFC Wealth Management was born from a vision shared by Cory and his wife to serve the hardworking individuals who have diligently saved for their golden years and are now in pursuit of a trustworthy partnership for their retirement planning. We pride ourselves on not being your average large institutional investment firm; we’re a boutique firm where personal relationships and client education form the cornerstone of our practice.
We invest in relationships, ensuring that our clients feel heard, understood, and above all, educated about the decisions that shape their future. We take pride in explaining the ‘why’ behind your retirement plan, ensuring that when you embark on this new chapter, you do so with confidence and clarity.
In the world of finance, one-size-fits-all solutions do not exist. Each dream, goal, and aspiration is as individual as you are, and helping you realize them is not just our job—it’s our commitment to you. At EFC Wealth Management, we don’t just plan; we partner with you to weave the financial future you’ve envisioned.
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