Why EFC Wealth

Life is complicated and most of all scary. It is important to know there is someone there to help you navigate and create your financial blueprint that will help you have confidence in your investments every step of the way. It is important to know that if you want to get your kids through college, retire in comfort, and care for aging parents — while also paying for that wedding, new car, second home or other of life’s needs, you have a team working on your side to help you make informed decisions every step of the way.

EFC Wealth Management is a financial services company that blends sophisticated strategies with a wide range of consulting and planning services. Since 2002, EFC Wealth Management has created investment plans tailored to help meet the unique objectives of our clients.

We specialize in working with corporate individuals transitioning into retirement, business owners looking to create and implement a custom designed retirement plan, and women investors. Our team of wealth advisors are highly experienced and completely independent. EFC Wealth Management’s investment team actively manages risk as it seeks attractive returns in the world’s financial markets. EFC Wealth Management’s unbiased approach, using a powerful combination of traditional and alternative investments, offers its clients opportunities for growth and capital preservation.

Ours is a long-term business built on trust and partnership with our clients. At EFC Wealth Management, we work with our clients every step of the way to create flexible strategies that are designed to meet our clients’ specific needs. As a smaller specialty firm, we are able to provide a personal and focused approach and the dedicated support you might not find in larger firms, without giving up the knowledge, research, and experience needed to get the job done.