Fee-Based Financial Advisors

As fee-based financial advisors, it’s our professional responsibility and privilege to help guide you toward your wealth-building goals. We want you to enjoy an elevated investment experience and that requires a serious effort on our part to bring value to every advisor-client relationship.

Unlike the drop-your-deposit-here investment firm, the EWM team has the philosophy that a long-term financial plan is built on a relationship of trust.

Knowing your dreams and goals helps us serve you.

When you meet with your EWM financial advisor to discuss your financial plan, you’ll talk about things like your family and vacation plans, and your health and employment transitions. This conversation is not for ice-breaking chit-chat. We want to get to truly know what is important to you so we can help you build—and maintain—a financial plan that grows and adapts with the changes in your life.

We didn’t become financial advisors so we could sell products.

When a product serves to work toward a client’s financial goals, we want to be able to provide it.

As fee-based, and not fee-only, advisors we can offer our clients opportunities to have a comprehensive financial plan with insurance products and brokerage services through our strategic partnerships.

When you meet with an EWM advisor, you can discuss our fees and how that might impact your investment portfolio. Choosing a financial advisor is a serious decision and we want you to be confident that as fee-based advisors, we are focused on helping you build today and feel confident about your tomorrows.