Our firm offers a rare combination of skills — CFA, CFP, and CAIA — for a financial advisory team. Utilizing our expertise from our professional designations and industry experience, we go into greater detail to build tailored solutions that deliver enhanced value for our clients.

The Efthimiou & Finnigan Group at Morgan Stanley believes our clients deserve a proficient, experienced, and highly-certified financial advisory team to help solve their financial matters. We deliver goals-based financial planning and consider every aspect of our clients’ life situations. No client is the same. We create personalized financial plans depending on what your goals are. Whether you are looking to prepare for retirement, build wealth or find tax and savings opportunities, we will create a financial plan to help address these questions and seize opportunities.

Performed financial and operational risk assessments, with subsequent risk mitigation steps, for a variety of financial service firms. Worked with clients ranging between a premier private equity firm to the financing firm of a $14bn automotive manufacturer. Consulted on the creditworthiness of loan pools, identified and mitigated major financial and operational risks for an investment manager, and completed performance evaluations on CDO's held by an investment manager.