Overview

NEFG is a RIA, and looking to merge or acquire firms and/or advisors that are looking to expand on their services or develop a planned sale of their practice. We maintain a B/D relationship to assist advisors in the transition to a fee based practice, and to allow the sale of some commissioned based products as the advisor may see appropriate for their client.

The firm maintains three active areas of proficiency, including Wealth Management and Planning services, Qualified Retirement Plans, and our own SEC Filed Private Equity offerings. Services are designed to attract and maintain a wide range of clients and portfolio values. Clients include individuals, for profit and not for profit employers, government and state agencies, school systems, municipalities, fire and police departments, and banking institutions. Clients are serviced from multiple offices across the state of Pennsylvania, in more than 15 states.

Actively managed portfolios with a definable and measurable process are developed and maintained by a team approach with Advisors and Security Analysts. The results are utilized for individual portfolios, as well as servicing the investment selection utilized within over 110 retirement Plans. The firm provides full services for Qualified Plans including Plan design, implementation, enrollment and education, and Fiduciary services. Additional Plan services include NEFG acting as an ERISA 3(21) Co-Fiduciary, or a 3(38) Discretionary Fiduciary.

NEFG has also created SEC registered Private Equity programs for our Accredited Investors in order that they may invest directly in programs with controlled costs and no commissions. A continuous stream of programs are designed to offer diversified investment opportunities including but not limited to, commercial real estate, private ventures, patents and mezzanine lending.

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