Investment Management
Together we develop a customized investment strategy that considers every aspect of your finances and goals.
Retirement Planning
Retirement planning has become increasingly complex. EJM Investments has the experience and resources to develop, implement, and monitor retirement plans tailored for individuals, families, and business owners and their employees.
Charitable Giving
Everyone has their own charitable interests. We help our clients setup tax efficient charitable giving strategies so they can maximize their financial impact on their favorite organizations.
How Can We Help?
If you ever have questions about your portfolios or about specific financial products, please contact us.
We will set up a time to meet to review your needs and address any questions you may have.
Blog
Unwrap a Holiday with Less Financial Stress
With a few small changes to your holiday spending habits, you may cut back on end-of-year financial stress.
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4 Tips for Minimizing Financial Anxiety
Here are some things to consider if your financial anxiety is keeping you up at night.
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What to Do With with a Sudden Windfall
It’s not uncommon for someone to receive a large inheritance or another windfall, only to see it blown away. Here are...
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