Helping You Achieve Your Financial Goals

Introduction

We understand that you have many options when it comes to working with an advisor. We understand that in this complicated world of investing, you are putting your trust in the hands of a complete stranger and you want to be sure you’re making the right decision. We will continue to gain your trust and deliver exceptional service. Our goal is to help you rest easy at night knowing that someone is looking out for your best interest, and helping your achieve your financial goals. In working with us, you are backed by a team of investment professionals dedicated to helping you.

Our Philosophy

We believe an investment portfolio should be based on a thorough, objective understanding of your financial situation and goals, and that having access to a wide assortment of asset allocation approaches, portfolio strategists and investments better ensures the portfolio addresses your specific circumstances. Whether you are focused on accumulating wealth, structuring the wealth you’ve already accumulated to meet income or other distribution needs, or some combination thereof, we are committed to making recommendations that are non-biased, reflecting only our assessment and analysis.

Safety of Assets

EFC Wealth Management Firm is an independent firm dedicated to deliver unbiased, and trustworthy financial advice. We use Madison Avenue Securities, LLC (MAS) as our Broker/Dealer, Member FINRA/SIPC. MAS handles all our compliance, state registration requirements and back office support.

The protection of client assets remains at the center of our focus

BNY Mellon’s Pershing has been a leading global provider of financial business solutions for over 75 years and serves many of the world’s most respected financial organizations. We remain committed to the safekeeping, servicing, segregation and reporting of our global client assets.

Pershing LLC at a glance
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