Eley Financial Management Group Photo

Financial & Investment Advisory

Eley Financial Management, Inc. (EFM)

Providing investment management services and financial advice to clients since 1989, our firm:

  • Has Experienced Account Managers dedicated to serving clients' needs
  • Offers Socially Responsible Investing for interested clients
  • Employs 3 CFA Charter Holders, and a Certified Financial Planner™
  • Serves Individual, corporate, and non-profit clients in 32 states

Our Mission is to assist clients in identifying their financial goals, and to provide comprehensive investment services to help them manage wealth and achieve those goals.

Review Our Client Services

Financial services for individuals and corporate customers.

Read About Our Philosophy

Achieving our customer's investment goals is always EFM's goal.

Directions to EFM's office

EFM is located next to Lake Champlain in South Burlington, Vermont