About Us

An independent Registered Investment Adviser

In the states of Ohio and Texas subject to strict fiduciary and full disclosure requirements. As fiduciaries, we are required to place your interests first. Registration does not imply a certain level of skill or training, however, to be part of our team it is essential to be a Certified Public Accountant (CPA), Certified Financial Planner (CFP), Securities licensed Series 7, 24, 27, 51, 63, 65 or 66 licenses, Juris doctor (JD) or similar credential.

Our Services

What We Provide


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    EFS Investments Advisors



    6923 Lowmiller Road Minerva, OH 44657



    9601 Katy Freeway, Suite 400 Houston, TX 77024