Families and Individuals

A Trusted Advisor for All of Life’s Stages

Significant life events call for serious financial planning. Whether you are getting married, buying a home, starting a family, changing jobs, or experiencing a divorce, it helps to have an experienced, trusted resource to guide you.

We offer individuals and families a full range of financial advisory services to help pursue their short-term goals and their long-term financial independence:

  • Retirement planning
  • Investment management
  • College planning
  • Estate planning
  • Tax planning
  • Insurance

We focus on the individual needs of each client, giving each the level of attention that we would give to our biggest account. If you began your relationship with ESAM through an employer-sponsored retirement plan, we will continue to serve as your financial advisor after you change jobs. We can assist you in rolling over your retirement funds and continuing on the path toward securing a “Paycheck for Life.TM”