As an independent fiduciary partner, we embrace the responsibility of developing financial solutions tailored to your unique needs.
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:
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.
Assets Under Management
Employer Sponsored Plans
Avg. Experience of Senior Leadership
All information as of June 14, 2021
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.