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What makes an E.K. Riley Advisor the best choice?

Our advisors understand that personal investing is just that: personal. Every investor has a unique set of financial objectives; a personal vision of the future that requires skilled planning and an individualized investment approach. Every E.K. Riley advisor combines careful listening with technical knowledge to help you reach your personal goals.

Personal investing starts with a one-on-one relationship with a knowledgeable financial advisor; someone to help guide you toward the future you envision. E.K. Riley advisors have the professional expertise and personal commitment needed to provide that leadership.

Personal investing is not about financial buzzwords, hot trends or obscure investment hypotheses. Converting today’s dreams into your future requires sound planning and capital preservation strategies: a conservative approach, tailored to what is most important to you.

The E. K. Riley Advisor: a Special Professional

We believe our advisors are special because they bring a unique combination of attributes to their customer relationships.

We choose our advisors based on their customer orientation, empathy and financial expertise. To earn their loyalty, we support our advisors with a comprehensive array of sophisticated products and technology that further enhances their financial skills and experience.

Our entire employee-owned organization is committed to customer service and a personalized approach to investing. Every E.K. Riley advisor and support staff member is driven by a single-minded focus on fulfilling our customers’ needs.

E.K. Riley advisors are independent. They are free from the conflicts of interest caused by investment banking or institutional relationships. They have no proprietary products to promote, so they are free to choose what is truly in their customer’s best interest.

Unlike other firms, we have no outside investors who seek revenue at the cost of customer loyalty. That is because every E.K. Riley advisor is also an owner of the organization. Ownership means stability. The advisor who helps you plan and invest today is likely to be the same advisor who guides you into and through retirement tomorrow.