The LPL Financial registered representative associated with this site may only discuss and/or transact securities business with residents of the following states: Arkansas, Arizona, California, Colorado, Connecticut, Florida, Georgia, Idaho, Iowa, Illinois, Indiana, Kansas, Massachusetts, Maryland, Minnesota, Missouri, Montana, New Jersey, North Carolina, Nebraska, Nevada, New York, Ohio, Oklahoma, Oregon, Pennsylvania, South Dakota, Tennessee, Texas, Utah, Virginia, Washington and Wisconsin.

Choose EWM

EWM Advantage

Comprehensive Financial Advising
As a wealth management firm we pride ourselves on our ability to offer comprehensive thinking, planning and solutions to our clients. Our ability to offer advice on risk management, asset allocation, investments, taxation, retirement, estate and charitable planning means that our clients can rest assured that all aspects of their needs are being addressed.

Fiduciary Standard
As a registered investment advisory firm, we are held to a fiduciary standard of care for our clients, meaning we put your best interest above all else. This fundamental aspect of our relationship with you guides our company. You can feel secure knowing that our only interest is providing you with the best possible advice.

Access to your Advisor
As a client, you will work directly with the individuals that are developing your financial strategy to build a framework that considers your own unique circumstances. A collaborative team of experienced partners and associates ensures that you and your future generations will have us on your side for years to come.

Expertise
We believe the small firm environment is important for delivering excellent client service. Our use of an investment committee means our economic outlook, asset allocation and selection is the best thinking of a talented, experienced group of advisors with a combined seventy-five years of market experience. In addition, our relationships with other financial professionals mean you have access to a tremendous depth of knowledge, not commonly available in the small firm environment.

Consulting Retainer
Using a comprehensive approach to working with our clients means we do not rely on commissions, transactions or account value based fees for our compensation. This model minimizes the potential for conflicts of interest that may arise when advisors are paid for selling investments, insurance or other products.

Our fees are set after consideration of the factors involved: the complexity of the engagement; your total net worth; your earned income; composition of your financial assets; and longevity of our relationship with you. Also, we carefully considered the value that we can provide as your advisor. Long-term, you must realize much greater value from our work for you than the fees or expenses you pay. We regularly monitor the value-added and pricing of our client engagements.