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"If you fail to plan you plan to fail"


Our Four-Step Process

Every action we take is based on our data-driven, 4-step process.

Assess

As we listen to you, we learn about your objectives, your perspective on risk and your liquidity needs.

Create

Using the details you have confided in us and our access to high-quality research and analysis, we narrow down a selection of investments and an allocation tailored to your financial life.

Implement

Once you have approved the plan, we put it into action by choosing investment vehicle types and services uniquely suited to your needs, goals and risk tolerance.

Manage

After establishing your plan, we continue to provide ongoing support.

You Deserve Your Own Financial Strategy

You Deserve Your Own Financial Strategy

No two people are the same, so why would you want someone else's financial strategy? After all, with different careers, life path, and goals, you need advice tailored to your situation. That's why we seek to simplify the complex, while also providing a level of service rarely seen in the financial industry.

Ready to get started? We are ready to help.

Contact Us

Learning Center

We believe that an educated client is an empowered one. Browse our client learning center and take control of your financial future.

Four Steps to Valuing an Estate

Four Steps to Valuing an Estate

Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.
Learn More
Creative Ways to Motivate Your Employees

Creative Ways to Motivate Your Employees

Five creative (and inexpensive) ideas for motivating your employees.
Learn More
Inflation & Your Money

Inflation & Your Money

It's important to understand how inflation is reported and how it can affect investments.
Learn More

Your Elite Team

Bruce Lewin

Bruce Lewin

President – EFM, Senior Financial Advisor - RJFS

Jeff Dargatz

Jeff Dargatz

Partner - EFM, Senior Financial Advisor - RJFS

Keith O'Keefe

Keith O'Keefe

Partner - EFM, Senior Financial Advisor - RJFS

Kibb King

Kibb King

Branch Operations Supervisor – RJFS

Chris McNeal

Chris McNeal

Director of Business Development – EFM Financial Advisor — RJFS

Todd Pace

Todd Pace

Financial Advisor - RJFS

Becky Sharkey

Becky Sharkey

Administrative Assistant

Questions? Comments?

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