E2i Financial Group is an industry-leading financial services firm offering a unique platform that blends objective wealth management advice with innovative technology.  Our dedication to transparency in wealth management for investors sets us apart.

Our legal and fiduciary obligation to our clients forms the foundation of all that we do. E2i Financial investors enjoy peace of mind that comes from knowing their money is working for them – not us. 

E2i Financial delivers thoughtful investment advice free from the conflicts of interest associated with firms that manufacture or sell proprietary products, trade their own accounts or engage in any of the other commercial activities that led to the financial crisis.

E2i Financial Group was founded by Robert Perez, CWPP,  who serves as Executive Chairman and Chief Investment Officer.  The company is headquartered in Charlotte.

E2i Financial Group, LLC

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