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About Econologics Financial Advisors Team

Most people feel confused and unclear when it comes to their finances.

They think everything’s going well and they’re reasonably sure they’re in good shape. But deep down, they’re a bit nervous. If that’s you—or if you’re actually feeling pretty good, but you just want to make sure you’re maximizing your current and future income potential—Econologics will help.

Econologics Financial Advisors, LLC (EFA) is a full-service, Federally Registered Investment Advisor firm* and insurance agency providing comprehensive financial planning services nationwide** using a proprietary system called Econologics®.

Our Results-Based Financial Planning® system helps uncover the value of your hard work, enabling you to live life on your own terms.

The bottom line is you’ve made a number of sacrifices to get where you are, and you deserve to reap the benefits of your hard work. Econologics Financial Advisors uncovers and addresses many of the major reasons why private practice owners don’t meet their financial goals. 

Our expert team will guide you using our innovative, proprietary tools. Let go of your “I don’t knows” and feel certain of your financial future.

*Registration as an Investment Advisor does not imply any level of skill or training.

**See Legal Disclaimer here for more information.

Results-Based Financial Planning®

Comprehensive financial planning can feel overwhelming and confusing. With Econologics, it’s simple to gain confidence and get proven results.

Step 1:


Meet with a specialist to review your assessment and help discover what needs to be done to improve your financial condition.

Step 2:


Get a simple, customized step-by-step plan from a trained, licensed advisor who specializes in working with practice owner households.

Step 3:


Continue your progress by getting constant, ongoing guidance and accountability from your advisor plus have your plan rewritten each year to update your results and goals.