Introducing eSpring: a low-account minimum, fee-only fiduciary financial advisor that delivers high-level service to those that have been told they don’t meet financial thresholds to receive professional advice.
There is too much conflicted advice out in the world today. eSpring is different. No sales, nothing canned, just straight analysis leading to the advice that you need, when you need it.
We understand that you are in the process of building wealth, and that shouldn't exclude you from getting high-quality advice. With an account minimum of just $5,000, eSpring is accessible no matter what stage of life you are in.
Our fees are simple and transparent. You will know what you are paying and when you are paying it and can cancel at any time.
We don't do big, long, ugly retirement plans (unless that is what you want!) The eSpring experience is tailored to you: we will ask you what your financial priorities are, and our meetings will focus on those topics. No need for fluff, only action towards your goals.
We know that everyone's money story is different; and we believe that everyone deserves real financial advice. No matter where you are coming from, we are here to help you get to where you want to be.
We are fee-only fiduciaries, meaning we don’t sell products and only act in your best interest.
We are here to help you achieve your financial goals, and to guide you through the process of getting there, but we can’t do the work for you. You need to be willing to buy in to the process and do the work alongside us!
We are real people giving real advice to other real people. There is a lot of great technology out there, some of which we leverage, but nothing will be able to deliver advice to humans the way another human can.
eSpring is $2,400/year ($200/month) plus 0.50%/year on assets under management.