Who We Are

At ECCM, we understand that wealth is personal. It’s not just about account values — it’s about the people you love, the life you want to live in Florida, and the impact you hope to make. We serve families, executives, and entrepreneurs who value the Florida lifestyle but insist on professional rigor. Our process starts with your story: your values, relationships, and goals. Then we build a tailored plan for growth, risk management, tax awareness, and legacy — coordinating with your CPAs and attorneys when needed. The result is a calm, coordinated strategy so you can enjoy Florida’s sunrise with the peace of mind that your financial life is under control.

Pursue Your Financial Goals

Every financial journey is unique. Our financial professionals are here to provide the guidance you need to pursue your personal financial goals.

Let’s Get Started

We believe wealth is more than markets, models, and metrics. It is early tee times and late dinners, grandkids on the beach, and the freedom to say yes to what matters most. ECCM exists to bring clarity, confidence, and calm to the financial lives of families who have worked hard to build something meaningful.

As a Florida-based firm, we understand the unique opportunities and complexities that come with calling this state home — from domicile and tax strategy to real estate, asset protection, and multi-generational planning. Our mission is to coordinate the moving parts of your financial life so you can enjoy the lifestyle you’ve earned while protecting the legacy you’re building.