- Estate Management Counselors, LLC strives to establish close long-term confidential relationships with clients.
- Estate Management Counselors, LLC is a registered investment adviser. The firm is 100% independent, employee owned with no outside affiliation.
- Estate Management Counselors, LLC manages investment portfolios with the goal of achieving above-average returns while subjecting clients to below-average risk with a long-term investment perspective. The firm currently manages balanced, equity and fixed income portfolios.
- Estate Management Counselors, LLC offers objective professional advice to their clients to assist them in achieving their personal and financial goals based upon a comprehensive financial plan.
- Estate planning is performed in coordination with the client’s comprehensive financial plan.