About Us

EFS Investment Advisors, LLC is 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. More importantly, we have depth of experience, both good and bad which tempers our advice.

Our Vision

Financial Planning and Advisement is not a one-size-fits-all deal. People have different financial situations, backgrounds and goals and need to choose a financial advisor with their custom needs in mind. Our financial planning tools are “cloud” based making it possible to work with our clients interactively in our offices or from the comfort of their own homes.

Our Process

Our Wealth Management process starts by assisting you in defining your financial goals and developing an action plan to achieve them. Our process ensures that all of your financial concerns will be addressed on your own timetable through a series of regularly recurring meetings. We take your entire financial situation into account including retirement, education, estate, insurance, investments and cash flow.

You will find a host of information, including current financial market updates, articles, investment research tools, financial planning resources as well as useful links to other planning and investment tools here.

About Us

EFS Investment Advisors, LLC is 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. More importantly, we have depth of experience, both good and bad which tempers our advice.

Our Vision

Financial Planning and Advisement is not a one-size-fits-all deal. People have different financial situations, backgrounds and goals and need to choose a financial advisor with their custom needs in mind. Our financial planning tools are “cloud” based making it possible to work with our clients interactively in our offices or from the comfort of their own homes.

Our Process

Our Wealth Management process starts by assisting you in defining your financial goals and developing an action plan to achieve them. Our process ensures that all of your financial concerns will be addressed on your own timetable through a series of regularly recurring meetings. We take your entire financial situation into account including retirement, education, estate, insurance, investments and cash flow.

You will find a host of information, including current financial market updates, articles, investment research tools, financial planning resources as well as useful links to other planning and investment tools here.