Gordon Stockman, CFP®, CIM, CPA, CA EWM Advisory, LLC

About Gordon Stockman, CFP®, CIM, CPA, CA

EWM Advisory, LLC is registered as an Investment Adviser with the State of New York. As an Investment Adviser Representative of EWM Advisory LLC, Gordon Stockman provides unbiased, independent, superior financial planning advice, on an Advice for a Fee basis. As part of our planning services, we have been designing and promoting the use of strategic ETF portfolios, lowering the costs of financial planning and investment management for the investor. Our extended mission is to bring portfolio manager services bundled with full financial planning to investors with zero to 2 million dollars.

To assist in providing cross-border financial services, EWM Advisory’s Gordon Stockman also operates north of the border under Efficient Wealth Management Inc. Gordon Stockman is a Chartered Professional Accountant (CPA, CA), a Certified Financial Planner (CFP) and a Chartered Investment Manager (CIM). He has over 20 years of experience in Financial Planning, Portfolio Management and Tax Planning for Canadians and Americans. Gordon is a frequent guest on television and has written numerous articles on investing and financial planning. He has also taught Financial Services and Accounting courses at local colleges.

 

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Ideal Clients

  • Baby Boomers
  • Business Financial Management
  • Estate Planning
  • Expatriates

Ways Advisor Charges

  • Monthly Fee
  • Hourly

Fee Options

  • Hourly Fee: $250/hr
  • Monthly Fee: $200/mo

SEC Records

States Registered

  • New York

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