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Planning to

Live Well.

Professional Fiduciaries Caring For Your Future

Our wealth management firm has been in business for over 35 years. We specialize in financial planning and goals-based investment management. Our investment management services include portfolio construction, risk management, manager selection and asset allocation. We believe that the integrity of our advice and commitment to quality client service sets us apart in a crowd.

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Your Goals – They’re Our Goals, Too

A Better Financial Plan

Life is constant change. So, we view your investment policy and financial planning process as a living and breathing item that needs consistent review. We work with you to develop an investment policy. Our fee-only, fiduciary standard management is designed to help achieve your strategic wealth management goals.

Learn more about our firm.

Our Values

At the core of our firm lies a steadfast commitment to principles that guide our actions and define our culture.

  1. People

    At the heart of our firm are people—our team members, their families, and our clients. We value each individual’s unique contributions and perspectives, and we are committed to nurturing an environment that promotes growth, respect, and mutual success.

  2. Community

    We recognize that our success is intertwined with the well-being of the communities we serve. We commit to giving back, fostering local economic growth, and contributing positively to society.

  3. Stewardship

    We embody a diligent and consistent approach with thoughtful, well-informed decisions. We embrace a culture of responsibility and sustainability to help ensure the longevity and stability of our firm, enabling us to serve our clients over the long term.

  4. Fiduciary

    Our clients’ best interests are at the forefront of everything we do. We tailor our expertise to align with their unique objectives, ensuring that every decision is driven by a commitment to their success. 

  5. Trust

    We foster relationships built on integrity, transparency, and mutual respect. We appreciate trust is not given; it’s earned.

  6. Accountability

    We maintain a culture of mutual accountability. Our team members are accountable to our clients and to each other for maintaining our high standards of service and ethics.

Invest With Us—From Anywhere

Real Investment Advice From Our Experts

When you choose to invest your future with a firm, you need quick and easy access to your investing team and portfolio. We offer a complete virtual experience for every client. We offer secure video conferencing, with screen sharing capabilities, to go over financial reports and goals, a secure client portal to submit and send documents, and encrypted email services.

ABOUT EKF

Focused On Your Needs

Wealth Management Designed to Work for You

We’re a large independent Registered Investment Advisory firm with offices in South Florida, West Texas, and Washington. Our staff of 40, including 19 experienced CFP®* practitioners, currently advises $3+ billion in assets. Over 35 years in our profession have taught us the keys to success are staying focused on our clients and honoring our fiduciary duty of care. Our boutique size and commitment to research serve you. This is in sharp contrast to practices on Wall Street and the financial services industry. We choose your financial future every time.

Meet our team.

* The achievement of any professional designation, certification, degree, or license should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if EKF is engaged, or continues to be engaged, to provide investment advisory services.

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