Hasan Ross-El, Shannon Williamson, Mary Elam, Calvin Elam, Barbara Davis, Christopher Harris

At EFinancial Advisors, it’s all about the client experience. As a team of dedicated, seasoned, and next generation financial and insurance professionals, we embrace the words of the late, great Poet Laureate Maya Angelou, who said, “People might not remember what you said, but they remember how you made them feel.” So, for more than 30 years, our goal has been to deliver the highest quality of financial advice and holistic wealth management services to individuals, small businesses, and institutions alike in pursuit of their financial goals and life aspirations. We strongly believe that if individuals have access to sound financial advice, they make better financial decisions and ultimately live better lives. It’s what we call our win-win strategy in which we help clients focus on “what’s important now and what’s important next.”

As a boutique wealth and investment management practice, EFinancial Advisors has access to some of the most sophisticated financial planning, insurance, wealth management, and estate planning products and services the industry has to offer. Our office, which happens to be listed on the National Register of Historic Places, is warm and inviting and is located in the heart of Columbia’s historic district across from the Hampton-Preston Mansion.

EFinancial Advisors’ core values and beliefs are summed up in our mission statement, which reads: “To be remembered for having a positive impact on the lives of those that we were fortunate to serve.” And we mean it!

Securities and Advisory Services offered through LPL Financial. A Registered Investment Advisor. Member FINRA/SIPC.