If you’d like to learn more about our services—or if you’d like to hear our current views on the investing environment—call us at (800) 650-4315 or fill out the form below to schedule a time to speak with a qualified representative.
If you’d like to learn more about our services—or if you’d like to hear our current views on the investing environment—call us at (800) 650-4315 or fill out the form below to schedule a time to speak with a qualified representative.
13850 Ballantyne Corporate Place #500 Charlotte NC 28277
9600 Great Hills Trail Suite 150W Austin TX 78759
E2i Financial Group LLC is a fee-only, independent investment advisor. The firm's primary focus is on providing wealth management solutions to closely held business owners and public executives throughout the United States. The Founder and Executive Chairman is Robert Perez, CWPP, a certified wealth preservation planner.
Under his leadership, E2i helps affluent clients address their five biggest concerns: preserving their wealth, mitigating taxes, taking care of their heirs, ensuring their assets are not unjustly taken, and charitable giving.
©2023 E2i Financial Group LLC. All rights reserved. Investing in stock markets involves the risk of loss.
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