Financial & Investment Advisory
Eley Financial Management, Inc. (EFM)
Providing investment management services and financial advice to clients since 1989, our firm:
- Has Experienced Account Managers dedicated to serving clients' needs
- Offers Socially Responsible Investing for interested clients
- Employs 3 CFA Charter Holders, and a Certified Financial Planner™
- Serves Individual, corporate, and non-profit clients in 32 states
Our Mission is to assist clients in identifying their financial goals, and to provide comprehensive investment services to help them manage wealth and achieve those goals.