By exploring our site, we hope you gain a better understanding of who we are, and how we help our clients plan for and pursue their financial and life objectives.
Welcome to
EFS Investment Advisors
By exploring our site, we hope you gain a better understanding of who we are, and how we help our clients plan for and pursue their financial and life objectives.
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 mission is to create and maintain wealth for our clients through long term effective asset management. We build client relationships based on trust, objective professional guidance, continual communication and prompt personal service.
