E3 Financial Planning Information

E3 Wealth Management is a comprehensive financial consulting firm located in Needham, Massachusetts. We have the passion, expertise, knowledge, and objectivity as independent financial professionals to help you create a sound financial plan. A plan that makes sense under any market conditions, is tailored for your current circumstances, and is flexible enough to adapt to your evolving needs along the way. We carefully construct a comprehensive financial plan that reviews all aspects of your financial situation and provides specific advice to help you attain your goals. Our financial planning and investment advice is delivered through an adherence to time-honored investment traditions, a research-driven process, and a commitment to serving your best interests. Based on 10 objective eligibility and evaluation criteria including: minimum of 5 years as an active credentialed financial professional, favorable regulatory and complaint history, fulfillment of firm's internal review, accepts new clients, client retention rates, client assets administered, number of client households, education and professional designations. The award is not indicative of the wealth managers' future performance.