Econologics Financial Advisors

Econologics Financial Advisors, LLC is a fee-based investment advisor established in early 2003 as Wealth Advisory Associates, later adopting its current name in November 2007. The firm is registered with the SEC and primarily serves private professional practice owners and associates. Services include financial planning, investment advice, debt management, estate planning, tax planning, and asset protection. Clients receive a comprehensive financial plan called the Econologics Roadmap, tailored to their individual goals and values. The firm offers ongoing advisory services for a monthly fee, providing access to financial professionals, online financial tools, and exclusive event pricing. Additionally, Econologics offers an Exit Planning service for practice owners, focusing on post-sale financial strategies. Investment strategies include core markets, tactical strategies, diversifying strategies, and asset allocation. The firm does not charge performance-based fees and exercises limited custody over client assets. Clients are encouraged to review quarterly account statements provided by the custodian. Econologics does not vote proxies on behalf of clients and maintains discretion over client portfolios. The firm has a Code of Ethics to ensure high ethical standards and compliance with regulations. Client referrals are not compensated, and the firm does not engage in soft-dollar arrangements.