Who We Help

Executives & Professionals
Retirees
Entrepreneurs
Young Accumulators
Institutional Clients

Your Goals – They're Our Goals, Too

As we all know, with life comes changes. For this reason, we view your investment policy and financial plan as a living and breathing item that needs consistent review. You will be part of a collaborative process to develop an investment policy that is implemented and managed by the firm and is designed to achieve your goals.


Living Better. Enjoying Life More.
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Retirement

Feel confident about your decision to retire.

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Save For College

Plan for the rising costs of higher education.

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Simplify Portfolio

We'll help you streamline your investments.

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Sell a Business

Transitioning out of your business can be complex.

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Give/
Philanthropy

Calculate your charitable donations wisely & accurately.

About E&K

We're Focused On Your Needs


We're one of the largest independent Registered Investment Advisory Firms in South Florida with offices in Coral Gables, Florida, and Lubbock Texas. With a staff of 29, including 19 experienced CFP® practitioners, we currently advise on approximately $1.95 billion in assets. We have been in this profession for over 30 years and we believe the key to our success has been to stay focused on our clients and their needs.

Our boutique size and culture – combined with the spirit, fellowship and character of our fiduciary team – stand in sharp contrast to Wall Street and the financial services industry.

Financial info, tips, cool tidbits, and a little humor, too.

Our newsletter has it all.

Life is Calling.

We Can Help You Answer.

We want to help you live well by knowing that you have a plan and an adviser that you can trust. Our Wealth Management Service provides you with a complete evaluation of your financial life. You will be part of a collaborative process to develop a financial plan and investment policy that is implemented and managed by the firm and is designed to achieve your goals.

Contact Us

Fill out the form to get started with a plan and an advisor that you can trust.

4000 Ponce de Leon Boulevard, Suite 850
Coral Gables, FL 33146
Phone: 305-448-8882

Fax: 305-448-1326

Office hours:
Monday through Thursday: 9:00 am - 5:00 pm
Friday: 8:30 am - 4:30 pm

Parking Garage located on Aurora Street

Contact Us

Fill out the form to get started with a plan and an advisor that you can trust.

1001 Main Street, Suite 400
Lubbock, TX 79401
Phone: 806-747-7995

Fax: 806-747-8569

Office hours:
Monday through Friday: 9:00 - 5:00 pm

Parking Location

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