EFINANCIAL ALLIANCE, LLC

Overview

Efinancial Alliance, LLC is an independent registered investment adviser that began SEC registration in 2023 and is owned by an individual. The firm serves both individual and family clients as well as institutional relationships. Its advisory services emphasize financial planning, portfolio management for individuals and small businesses, and pension consulting. Fee arrangements include a percentage of assets under management plus options for hourly and fixed-fee engagements. The firm does not identify as an active ESG investor and is not designated as a multi-state adviser. It appears to operate as a traditional advisory shop rather than as a capital allocator; it relies on external managers for alternative exposure and works alongside professional service partners such as accountants as part of its client service model.

Assets & Accounts

Investments & Alternatives