Your trusted financial partners.

We guide you to financial independence, so you get time back to pour into your family, your lifestyle, and your business.

Standards of Excellence

Credentials that back the advice.

At E-Wealth, we are committed to serving our clients with passion for entrepreneurs, supported by technical knowledge of industry best practices.

Financial Planner (CFP®)

Meets the high standards of competency and ethics established and enforced by the CFP Board. As CFP® professionals, we act in the client's best interest.

Certified Private Wealth Advisor (CPWA®)

For high-net-worth clients, advanced knowledge and skills to address complex issues in investment portfolio strategy, estate planning, wealth transfer, and closely held business ownership.

Certified Valuation Analyst (CVA®)

A thorough understanding of the variety of methods used in determining the value of a business and the total estate.

Certified Exit Planning Advisor (CEPA®)

Trained to help business owners align their business, personal, and financial goals, build transferable value, and prepare for a successful exit or transition.

Certified Exit Planner (CExP™)

Qualified to provide comprehensive, professionally executed exit planning services to businesses.

Our Team

Your E-Wealth Partners team.

We know choosing who to trust with your finances is a big decision. The E-Wealth team is made up of people who value integrity, collaboration, and lasting relationships within the community.