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Financial Advisor   

$500MM AUM | $4MM GDC in Sunset Hills, MO

Member Level
Premier
Last Activity
this week

Business Mix:

75% Comm
25% Fee

General

Location
Sunset Hills, MO, US
12 Month Gross Revenue
$4,000,000
Number of Accounts
2,500
Avg Client Age
60

Overview

e3 ConsultantsGROUP is an organization created to challenge the status quo as to how Americans are educated about money and finance related decisions. We want to add value to the lives of individuals, families and entrepreneurs
in all areas of their personal and business economy. Our business model is designed to help our clients, staff, and advisors “think differently” about their financial picture. Watch this video to learn more: https://___

e3 ConsultantsGROUP is a holding company that oversees our activities in the following areas:

e3 Wealth has 30 financial professionals representing the firm in several states across the United States. Combined they all oversee $500+ million in assets and provides a family office model to all clients regardless of their level of net worth. We provide clients an Integrated Resource Network where they have access to almost any service that deals with money: cash flow strategies, income tax preparation/strategies, investment strategies, insurance solutions, mortgage/debt management, employee benefits, Social Security & Medicare solutions, estate planning, asset protection, and privatized banking concepts.

e3 Wealth serves clients with various backgrounds of education, work experience and lifestyle. Our intention is to work with clients who have a similar “mindset” as we do about money and finance related decisions. Over the years, we have added value to certain clientele through continuous referrals and relationship building. These efforts have created specific divisions within e3 Wealth’s operations:
• e3 FR (First Responders) serving law enforcement, fire fighters, paramedics, and emergency personnel
Watch this video to learn more: https://___

• e3 Sports serving professional athletes with our Family Office Model
Watch this video to learn more about our mindset on alternative asset classes:
https://___

e3 Tax is our in-house tax department serves individuals, families and business owners in the areas of income tax preparation, accounting, bookkeeping, compilation, business consulting, and cash flow management. e3 Tax serves our clientele with an experienced team of tax professionals including several Certified Public Accountants (CPA) and Enrolled Agents (EA). Since 2012, e3 Tax has worked with thousands of individual and corporate clients. e3 Tax is looking to expand through strategic partnerships, joint ventures, and acquisitions across the country to create a local to regional to a national footprint in the coming years.

Watch this video to learn more about our Accountants Partnership Program:
https://___

e3 Marketing – This is our “Research & Development” arm where ideas on better ways to educate the public become a reality. Whether it’s a radio show, podcast, our published books, or our educational events, we strive to assist the public to think differently about the purpose of their money. e3 Marketing has partnered with several other financial firms to start the Prosperity Economics Movement (PEM). This is an organization who is passionate to build a community of entrepreneurial minded financial professionals who want to educate their clients on the truth about money.

Learn more about this endeavor at ___

Check out our “Mind Over Money” podcast at http://___

Also, we have eBook formats for our three published books or they can be purchased on Amazon:

Understanding The Secret Language of Money (2014)

Building Your Own Privatized Banking Strategy (2016)

Thinking Differently About Your Money (2017)

 
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