About E2I Financial

Investment Risk Management

E2i Financial Group is an industry-leading financial services firm offering a unique platform that blends objective wealth management advice with innovative technology. Our dedication to transparency in wealth management for investors sets us apart.


Our legal and fiduciary obligation to our clients forms the foundation of all that we do. E2i Financial investors enjoy peace of mind that comes from knowing their money is working for them – not us.


E2i Financial delivers thoughtful investment advice free from the conflicts of interest associated with firms that manufacture or sell proprietary products, trade their own accounts or engage in any of the other commercial activities that led to the financial crisis.


E2i Financial Group was founded by Robert Perez, CWPP, who serves as Executive Chairman and Chief Investment Officer. The company is headquartered in Charlotte and Austin.

Thought Leadership Team

Robert Perez CWPP

Founder and Chief Investment Officer

Robert founded E2i Financial Group in 1998 and currently serves as the Executive Chairman and Chief Investment Officer.  He holds the demanding and ethically-focused Certified Wealth Preservation Planning (CWPP) designation.

Jonathan Davis

Vice Chairman, Portfolio Management

Jonathan joined E2i Financial Group in 2010 and serves as the firm's Vice Chairman. He oversees portfolio management functions across a wide range of investment strategies at the firm.  Jonathan holds the series 65 securities license, operating as a full-time fiduciary.

Josh Berg

Senior Executive Vice President

Josh is one of E2i Financial Group's original members and currently serves as Senior Executive Vice President. Josh oversees the firm's Risk Management Division, developing innovative fixed portfolio strategies for E2i's private clients. 

How to Get Started

E2i Financial Group is one of the premier financial thought leaders in the United States. Find out more about how our advanced planning can provide you exceptional financial results