E|Financial Alliance is a fee-only fiduciary financial planning and investment advisory firm serving individuals, families, nonprofits, and businesses. Rooted locally and serving clients nationally, the firm helps people organize their finances around clear, achievable goals and plan for an inspired future. Its approach emphasizes transparent fees, loyalty to clients, and stewardship, with advice intended to put clients’ interests and life goals first.

Services include family and divorce financial planning, investment management, retirement and financial-independence planning, and business-owner planning. The firm also supports employers and nonprofits with 401(k) and 403(b) retirement plans, including plan analysis, fee and liability reviews, participant education, and transitions for existing or startup plans. Planning may address estate, college, tax, insurance, succession, and exit-strategy considerations, with legal, accounting, and insurance professionals available through its partner network. Financial plans are treated as living documents and updated as circumstances change. E|Financial Alliance also offers complimentary support for clients facing difficult transitions through a nonprofit counseling partnership.