About EFP

Mission Statement:

Executive Wealth Management which also does business as Executive Financial Planning is an accomplished investment advisory firm, focusing on acheiving and sustaining our clients' wealth through proactive management solutions.  We are committed to providing first class service and building life-long relationships by exceeding expectations.  Our dedication distinguishes our independent firm, and helps enable enduring success for our clients, company and community. 

Arriving with Care:

At Executive Financial Planning, we have been successfully guiding clients towards their investment goals since 1981.  We are primarily a fee-based, wealth management company that uses a disciplined, risk adjusted, and timely approach to investing.  Each day, using our proprietary money management platform, Fortunatus Investments®, we carefully monitor our wealth management strategies for each client.  These individual strategies are rooted in a personalized, tactical, and proactive approach to investing.

How Do I Get There?

Most investors realize the importance of planning wisely for the future - setting long term goals and then working toward acheiving them.  Unfortunately, in an ever-changing world, the right path to financial independence is not always obvious.

Executive Financial Planning specializes in comprehensive personal and business financial planning.  We begin with a thorough analysis of your individual goals...where you are today and where you want to be in the future.  With your input, we produce your own personalized financial snapshot.  This "blueprint" helps us structure our recommendations for your financial and investment goals.  These are designed to meet and exceed your goals.  With over 60 years of combined industry experience, our firm's objectives are to develop long term, confidential wealth management relationships on a fee-based, consultative approach.

Focusing on your Future.