Financial ADVISORY with a Personal Touch
OUR COMPANY
Established in 1986 as a registered investment advisor, Executive Financial Services, Inc. offers “fee-only” investment advisory and financial planning services to clients with $250,000 or more of investment assets. As a small intimate practice by design, we limit the number of clients we work with, enabling us to provide the high level of personal service and meticulous attention to detail that each of our clients deserve. We take the time to get to know each client individually, and provide them with “straight talk” and advice, helping them to achieve their financial objectives. By assuming the role of fiduciary for each client, we have an ethical responsibility to put their interests ahead of our own.
We provide financial planning and investment advisory services on a “fee-only” basis. Comprehensive investment advisory services are provided for an asset-based fee ranging between 1.00% - 0.50% based on the total sum of all accounts managed. Our “fee-only” compensation is structured to eliminate conflicts of interest and retain our services in order to provide on-going supervision, advice, and service - not to sell you products. We also provide specialized financial plans that focus on managing all of your resources to provide the income you need throughout your retirement, as well as leaving a legacy to your heirs. The cost of this specialized analysis (which is covered in more detail under "About Us") is included in the investment advisory fee.
About Us
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