Who We Are
Our Culture, Your Experience
Personalized service with a personable approach. We love people; the people we work with and the people we work for. Our values drive our work.
Leading & Serving:
OUR Management Team
Wherever you are located in our country, it’s likely we have someone to help you manage all of the components of your finances.
36 Years of Experience
We started out in Arizona, but over the last 36 years have expanded north and east.
The opportunity to serve our clients all began when FFEC opened in Scottsdale, Arizona.
We expanded by opening Denver, Colorado & Dallas Texas Offices.
We expanded even further north and opened our Billings, Montana location.
The founder of FFEC retired and two team members stepped into Senior Management as new owners.
Grew to a team of over 100 financial professionals in 15 states across the U.S.
Here to answer any questions
Frequently Asked Questions
How long have you been in business?
Are my accounts protected or insured?
Yes, all accounts are protected by SIPC. Click on this link for more information on SIPC protection.
What is a financial plan?
How do you get paid as a financial professional?
There are a variety of ways an advisor can be paid depending on what is best for our client. Together, we assess your overall picture and strategy to determine what method is used. This could be a percentage of the assets managed, a flat fee, transaction fees, an hourly rate or a combination of approaches. Please review the Form CRS and the Form ADV for more detailed information on the firm and advisor compensation. For specific questions, please consult with your advisor.
Do you offer a fee for advice if I don’t want to hold my accounts with you?
Do you work with CPA's and Attorney's?
If you’re a business owner or have other complex financial circumstances, or you’re looking to create a strategy for your estate, your financial professional will become part of your team. It is important that all parties coordinate for the best interest of the client.
How can we meet with you?
Talk to a Financial Professional
Set up an appointment to talk with a financial professional and see if we are the right fit based on your goals and priorities.