The Firm

  • Estate Management Counselors, LLC strives to establish close long-term confidential relationships with clients.

  • Estate Management Counselors, LLC is a registered investment adviser.  The firm is 100% independent, employee owned with no outside affiliation.

  • Estate Management Counselors, LLC manages investment portfolios with the goal of achieving above-average returns while subjecting clients to below-average risk with a long-term investment perspective. The firm currently manages balanced, equity and fixed income portfolios.

  • Estate Management Counselors, LLC offers objective professional advice to their clients to assist them in achieving their personal and financial goals based upon a comprehensive financial plan.

  • Estate planning is performed in coordination with the client’s comprehensive financial plan.

 

© 2006- Estate Management Counselors, LLC   
Securities offered through Charles Schwab & Co., Inc. Member SIPC
Site Design: DaLee & Company, Inc.

Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete initial and ongoing certification requirements.

Disclaimer: This information is intended for the sole use by individuals who are U.S. residents