ECF Wealth, Inc.

Overview

ECF Wealth, Inc. is an independent registered investment adviser focused on individual and family clients. The firm acts as a capital allocator and emphasizes equity exposure through listed securities, while supplementing portfolios with mutual funds and select alternative strategies. Its advisory services include financial planning, portfolio management for individuals and small businesses, pension consulting support and the selection of third‑party advisers. Fee arrangements are flexible — the firm charges a percentage of assets under management and also offers hourly and fixed‑fee engagements. ECF Wealth does not position itself as an active ESG investor and operates from a single office footprint.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices