Corporate Profile

At Executive Financial, our vision is to bring together the best and the brightest insurance and financial professionals in a collaborative environment to create leading edge strategies and financial products for our clients.  Through our shared intellectual capital, technology advancements, and improved products and services, we are able to implement strategies to achieve extraordinary results for our clients.

For over two decades, the principals of Executive Financial have focused on serving the unique needs of business owners, their employees and other accomplished professionals and individuals that continue to benefit from our consultative, process-oriented approach.  We make it our job to think about your business and financial affairs in ways most people will never consider.  We understand that the path to extraordinary results begins with thinking "outside the box." 

We also recognize that our success is achieved by supporting the success of our clients.  Our commitment is to put our clients in control of their financial future while upholding unwavering standards of excellence and integrity.  As part of our commitment, we continue to introduce new innovative strategies that address the changing dynamics of our clients and the world in which they live. 

Executive Financial is proud to be associated with National Financial Partners (NFP), a national organization based in New York, NY.  This links our firm with over 300 independent financial services companies in America, offering services in key areas:

  • Exit Planning for business owners
  • Executive Benefit Plans to recruit, reward and retain key employees
  • Comprehensive Financial Planning
  • Wealth Management
  • Wealth Transfer
  • Advanced Life Insurance Solutions

In addition, we offer securities through NFP Securities, Inc. a broker-dealer and federally registered investment advisor.  Our member status with PartnersFinancial gives us access to the industries most advanced resources and products designed to meet the needs of successful companies and affluent families. 

Since our firm's inception, we have focused on the process of planning… not the products in planning.  This approach provides the framework for building client relationships, allowing us to become trusted advisors.  Financial planning is not a one-time event.  It is an ongoing process where we bring valuable information, insight and expertise, as evidenced by our clients' ability to achieve their financial objectives.