As an independent fiduciary partner, we embrace the responsibility of developing financial solutions tailored to your unique needs.

I’m a…

Why we are different

Finding the right financial services firm to guide your investments through market changes like the ones we are experiencing currently can be daunting. Many of our clients arrive at our firm after being forgotten by large institutional investment firms. Our difference is simply broken down into three areas:

Client Service

Open Architecture

Alternate Income Funds & Investing

New clients are often in search of clarity, feeling overwhelmed by a multitude of accounts. NEFG coordinates investments to define and create a unique strategy that works toward your financial goals.

Firm Facts


Assets Under Management


Year Founded


Employer Sponsored Plans


Households Serviced


Avg. Experience of Senior Leadership

All information as of June 30, 2023

Financial Wellness Program

We understand your financial goals are unique to you, and your path to achieving them requires careful goal-setting, diligent planning, and ongoing monitoring of your investment decisions.