EFC Wealth Management Firm LLC

Overview

EFC Wealth Management Firm LLC is an independent, individually owned registered investment adviser that focuses on serving individuals and families. The firm provides a mix of financial planning and portfolio management for individual and small business clients, along with pension consulting, manager selection, and educational workshops. It presents itself as a capital allocator, which suggests it sources and places client capital into third‑party managers or specialized vehicles in addition to managing in‑house portfolios. Fee arrangements are flexible and include asset‑based fees, hourly billing, subscription arrangements, and flat fees. EFC does not identify as an active ESG investor and is not structured as a multi‑state adviser. The firm also maintains an affiliation with an insurance company, reflecting a capacity to integrate insurance solutions into client plans.

Assets & Accounts

Public Holdings

Investments & Alternatives