Broker Check


What is e3 ConsultantsGROUP?

e3 ConsultantsGROUP is a comprehensive wealth management firm. Our desire is to bring a “family office” model to the mass affluent because until recently, these resources have only been available to the ultra-wealthy. We help our clients take control of their financial picture through our Advance & Protect philosophy. e3 advisors have access to a network of specialists including tax professionals, mortgage/debt management specialists, estate attorneys and insurance professionals, who come to the table when our clients need them. Each specialist plays an integral role depending on our clients’ life stage.

What services do you provide?

We work to simplify our clients’ financial life by evaluating their needs and bringing resources together to ensure both short-term and long-term financial strategies are in place. e3 ConsultantsGROUP is part of an integrated network of professionals and trusted advisors who provide insights and guidance on investment management, life insurance strategies, income tax strategies, debt management and estate planning. We also work with businesses to provide resources to help manage cash flow, bank financing, business valuation, executive compensation, succession planning and strategic business planning.

What is your philosophy on investing?

Our Advance & Protect philosophy is based on four core tenets: (1) Diversify your risks using alternative asset classes. (2) Implement tax diversification of your assets while integrating your risk diversification. (3) Protect the Purpose of your money using our SAFETY/LIQUIDITY/GROWTH model. (4) Coordinate your financial picture using our Integrated Resource Network.

Who do you work for?

As an independent wealth management firm, e3 ConsultantsGROUP works for you. All e3 advisors have chosen to be a part of our integrated network to better serve our valued clients, and we collectively work together through our broker-dealer, Member FINRA/SIPC.

How do e3 advisors get paid?

e3 advisors can be compensated in multiple ways: CLICK HERE to read about Our Compensation »

What is your fee?

Our fees vary. Our compensation is based on each client’s customized financial picture. Every client situation is different.

What if something happens to my e3 advisor?

Because each e3 advisor serves their client through our Advance & Protect philosophy, a natural succession plan exists in case an advisor retires, becomes disabled, passes away, or leaves our industry. Our business model is built on the fundamentals of teamwork and that environment will allow us to continue serving you.

Why should I work with you versus an advisor at a big name brokerage firm?

Our Advance & Protect Philosophy is unique in this industry as we realize that there is no way for us to control returns or our clients’ performance. Today’s economy has created more uncertainty in the minds of our clients. Minimizing risk is now more important than ever so you can Take Control of Your Financial Picture.

e3’s understanding of our clients’ NEEDS and WANTS cause us to ask these questions:

  • Does the volatility of the markets and our economy make you feel anxious?
  • Can you see the threat of inflation impacting your future?
  • Are you concerned about taxes damaging your “nest egg?
  • Do you wonder if you will run out of money in retirement?

If you answered YES to these questions, then e3’s philosophy could be a good fit for you.

Diversification does not guarantee investment returns and does not eliminate risk of loss. Alternative Investments may not be appropriate for all investors, investment decisions should be based on an individuals goals, time horizon and risk tolerance. Protection is positioned as an investment goal. Investing in certain securities may help to hedge against certain risks, but does not imply any guarantee from loss.