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The ECC Group is an organization of Personal Financial Advisors that provides the most ethical, comprehensive and high quality financial advice and service to individuals and families.


Our clients are diverse individuals who share in common a strong desire to improve and optimize their financial assets and who require specific advice to help manage and advance these interests. ECC's clients include: executives, professionals, entrepreneurs, managers; people seeking advice as a result of sale of a home, an inheritance, loss of job, loss of spouse, international transfer, general investment advice, and as they reach retirement or experience big changes in their lives. We have many clients who require ongoing advice and counsel. Relationship building is very important to ECC - we value all of our clients and many of our clients have been with us for 25-30 years.