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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.