EFS Advisors® was founded on a belief that there is a better way to help families navigate the complex financial options they face in order to put them on a path toward their goals. We are dedicated to providing financial education, a clear plan, and a disciplined approach to help you improve your financial wellbeing.
We are a family business that has grown into a full-service wealth management firm. With EFS Advisors, you have all the resources of a big company with the personal service of a small-town firm. We know our clients by name and care about them like family.
You will always know what you’re paying for and what you’re getting with EFS Advisors. You can rest easy knowing that we will never charge you any hidden fees.
Our advisors know that every person’s circumstances are unique, and are dedicated to crafting a personalized investment strategy that puts your goals first.
When you work with one of our local advisors, you can rely on us to be available to help you with all your financial planning needs.
Kent Schutte started the company in 1989 to help take the stressful task of managing investments off the shoulders of hard-working Americans. The firm’s roots were founded in retirement planning services with
a specialty in state pension and 403(b) plans. This included helping local teachers, government workers, and non-profit employees with their unique retirement options. Our long history as a trusted resource for retirement and pension plan participants has helped us grow into broader offerings over the years. We have added professional portfolio management, insurance strategies, and holistic financial planning over the years to the EFS services.
Our focus on helping our clients remains the same as we grow. EFS Advisors provide personal attention and technical planning to help you make better financial decisions for your current needs and future goals.
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