Financial planning for people who want more.
Create a financial future that matches your ambition with personal, comprehensive solutions designed with you in mind.
1.3m clients
93% Customer satisfaction1
$290b Assets under management
1. Client Satisfaction Survey Disclosure: The 2023 survey was conducted for 蜜穴视频 (EFE) by SMG, a third-party research company, distributed to over 53,000 clients, of which over 9,000 responded (17%). Responders were asked to rate their satisfaction level with their planner. On a scale of 1-5, 93% rated their overall satisfaction level as 鈥淗ighly Satisfied鈥 (5 out of 5) and 90% rated their experience as highly likely to recommend EFE听to a friend or colleague, (a 9 or 10 on a 0-10 point scale).
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1.3 million clients as of September 30, 2024.
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290 billion in client assets managed as of December 31, 2024.
Industry recognition for what we do
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Independent Financial
Advisory Firm 7 years in a row2018-2024
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Awarded each September by Barron鈥檚, based on data within a 12-month period. 鈥 鈥
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Managed Account Provider for
Workplace Retirement Plans听
Listing published 1Q 2025 and is based on Dec. 31, 2024 Defined Contribution managed account providers data gathered by Cerulli Associates.
A team approach to wealth planning
Your financial advisor is supported by a team of experts for every aspect of your financial life.
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Certain services provided on an educational and guidance basis only.
LET鈥橲 BUILD ON WHAT YOU鈥橵E ACCOMPLISHED
Financial planning and wealth management for those who want more from their wealth.
You鈥檝e worked hard to get where you are. But you know that there鈥檚 more to do. We can help.听With our financial advisors, you鈥檒l gain a modern wealth planning relationship offering integrated advice and strategies to help you elevate your financial potential.
Here for you, at every stage of your career
Whether you鈥檝e just started your career or you鈥檙e planning for retirement, we can help you take the best next step.
TRUSTED BY SOME OF AMERICA'S LARGEST EMPLOYERS INCLUDING 100 FORTUNE 500 COMPANIES
This is a partial listing of 蜜穴视频鈥 clients (which may be in a direct or subadvised relationship) as of Dec. 31, 2023. These companies have consented to disclose their relationship with 蜜穴视频. This does not constitute an endorsement or approval of the advisory services provided. All marks are the property of their respective owners.
Let's have a meaningful conversation
Wealth is personal. It's about you and where you want to be. We can help you get there.
