Our team

Meet Your Guide

Richard Wunderlich, CPA

Managing Member of EFS Investment Advisors, began his career as a Certified Public Accountant forty years ago at Grant Thornton (Alexander Grant & Company), Certified Public Accountants. In 1983, Rich drifted away from traditional public accounting to co-found one of the first fee based, independent Registered Investment Advisory firms in northeast Ohio.  Over three decades later, Rich proudly continues to service the financial management needs of many of his original clients, as well as their children and extended families while pursuing a diverse career path.

Rich built his practice around the premise of “the client’s needs come first” and has instilled that same value in every organization he has worked with since.

EFS Investment Advisors provides clients with the best of both worlds: the market sophistication that Rich has honed through his over 40 years of financial services experience, and the passion and personal attention to detail of a boutique advisory firm. With a focus on transparency, responsiveness, consistent guidance, and commitment to safeguarding client
interests and assets, EFS Investment Advisors strives to be a valuable advocate
for their client’s best financial interests.