Our Mission

At EGSI Financial, it is our mission to provide our clients with clear, unbiased investment advice, portfolio management, and financial planning.

We believe that it is our sole responsibility to educate, inform, and be honest with everyone we meet.

Simply put, EGSI Financial is a full-service investment management and financial planning firm. We are much more than that, because we are fiduciaries, we are your advocate, and we aim to strip away conflicts of interest and embrace technology to help deliver better results over the long term.

Our Values

Serve Our Clients’ Interests

The only reasons for any service firm to exist is to satisfy its clients’ needs. Managing risk, analyzing opportunities, generating returns, and educating our clients are what we do for your benefit.

Be Disruptive

For way too long, our industry has been run on unproven assumptions and false beliefs. Any market beliefs we have must be backed up by data and hard evidence.


Clients should know exactly what we do, how we do it, and what it is going to cost them.

We are fiduciaries to our clients. We are disruptive, we think differently, and we are dedicated to:

GETTING YOU TO your financial goals

Helping you understand life’s financial trade-offs


Planning the best possible life for “the future you”

Giving you the tools to take control

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