EXECUTIVE FINANCIAL GROUP, INC.

What EXECUTIVE FINANCIAL GROUP, INC. does

Executive Financial Group, Inc. (EFG) is a privately held wealth management and financial advisory firm founded in 1989 and headquartered in Cherry Hill, New Jersey. The firm operates with 11-50 employees under the leadership of President & CEO Michael Rosen, who has run the business continuously since founding, supported by Executive Vice President Toni Rosen and VP of Small Group Marketing Arlene Kauffman. EFG is registered through LPL Financial as its broker-dealer and custody platform, with the President holding an Accredited Investment Fiduciary (AIF) designation since 2017. The firm operates no proprietary technology stack beyond standard industry planning tools and the LPL platform.

The company delivers an integrated suite of personal financial services including financial planning, retirement planning, estate planning, life and disability insurance, college planning, and employee benefits administration. Its primary customer segments are high net worth individuals and corporate clients, served through a sales-led GTM with inside sales via phone intake and a Calendly-based self-serve scheduling layer for free 15-minute consultations. Marketing channels are content-led, including a monthly blog, monthly video series, organic website, and organic social media, supplemented by referrals from clients' attorneys and CPAs.

EFG's revenue model combines three streams: recurring financial planning and advisory fees (subscription/recurring), one-time insurance product commissions on life insurance, disability, and annuity sales, and professional services fees from employee benefits plan design and administration for corporate clients. Pricing is not publicly disclosed and is customized per client, with billing on multi-year contracts. The firm claims to be a 'nationally recognized Estate Planning firm,' though its operational footprint remains a single Cherry Hill office serving U.S. clients.

Name

EXECUTIVE FINANCIAL GROUP, INC.

Legal name

Executive Financial Group, Inc.

Website

https://execfinancialgroup.com

Company type

Private

Founded year

1989

Operating status

Operating

Headcount range

11–50 employees

Short description

Executive Financial Group is a Cherry Hill, NJ-based private wealth management firm founded in 1989 that delivers financial planning, retirement, estate, insurance, and employee benefits services to high net worth individuals and corporations via the LPL Financial platform.

Ownership category

akta.pro rank

Headquarters

HQ city

CHERRY HILL, New Jersey

HQ country

United States

HQ region

North America

Offices2 records

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Others

Revenue model

1. Financial Planning and Advisory Fees: Fees charged for comprehensive financial planning services including investment program development, retirement planning, estate planning, and ongoing wealth management advisory services.
2. Insurance Product Commissions: Commissions earned from sale of life insurance, disability insurance, annuities, and related insurance products. The firm conducts comprehensive reviews of life insurance and annuity products in client portfolios.
3. Employee Benefits Administration: Fees or commissions from designing and administering employee benefit plans including health insurance, retirement plans, and other employer-sponsored benefits for corporate clients.

Pricing tiers

Go-to-market motion2 records

Distribution channels3 records

Marketing channels4 records

Core offering

Executive Financial Group is a wealth management and financial advisory firm providing customized financial planning, retirement planning, estate planning, life and disability insurance, and college planning for high net worth individuals, alongside employee benefits design and administration for corporate clients. Services are delivered through dedicated advisors operating under the LPL Financial broker-dealer platform, with revenue derived from advisory fees and insurance/benefits commissions.

Product overview

Executive Financial Group is a wealth management firm offering an integrated suite of financial advisory services for individuals and businesses. Their core offerings include Financial Planning, Retirement Planning, Estate Planning, Life Insurance, Disability Insurance, College Planning, and Employee Benefits administration. The firm positions itself as providing "Award Winning Portfolio Management" and serves high net worth individuals and corporations seeking comprehensive, customized financial solutions.

Differentiator

Problem solved

Functional benefit

Products and services

• Financial Planning

Segments2 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

One partnership is on record.

• LPL FinancialcoreTechnology or IntegrationMichael Rosen serves as a Registered Representative with LPL Financial, a leading independent broker-dealer. LPL Financial provides the platform for securities transactions and investment custody services.

Scale indicators2 records

Recent moves5 records

Expansion highlights4 records

Market position

Competitive moat3 records

Key highlights5 records

Customer concentration

• LinkedInlinkedin.com/company/executive-financial-group-inc.

Compliance1 record

Revenue estimate

Valuation estimate

Number of profiles

Profiles3 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about EXECUTIVE FINANCIAL GROUP, INC.