Gordon Stockman

CPA, CFP®, CIM (all Canada)

EWM Advisory LLC

President

Gordon Stockman

CPA, CFP®, CIM (all Canada)

EWM Advisory LLC

President

As a fiduciary financial planner, you can rest assured that I am always working in your best interest. - Gordon Stockman, CPA, CFP®, CIM (all Canada)

Gordon Stockman is a Buffalo, NY financial advisor and investment manager. EWM Advisory LLC specializes in financial planning, investment management, and retirement planning to help clients work towards their financial goals at all stages of life. Gordon Stockman is a fiduciary financial planner.

Gordon is a Chartered Accountant (CA), a Certified Financial Planner (CFP) and a Chartered Investment Manager (CIM).  He has close to 20 years of experience in Financial Planning and Portfolio Management and over 35 years in Tax Planning. Prior to becoming a Financial Planner in 1996, Gordon had a successful career in the automotive sector, including as a Chief Financial Officer, Manager of Product Engineering, and Plant Manager.  Gordon has also been a business owner of a company whose products won accolades around the world. Gordon’s credentials, business acumen and experience add significant insight and value to the planning process and investment selection for his clients.  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.

Gordon is the Vice President – Financial Planning and founder of Efficient Wealth Management Inc.  Efficient Wealth Management Inc. was created to provide unbiased, independent, superior financial planning advice, on an Advice for a Fee basis.  Their extended mission is to bring portfolio manager services bundled with full financial planning to investors with less than 2 million dollars.   EWM has been designing and utilizing strategic ETF portfolios for over 12 years, letting them return control of the cost of financial planning and investment management to the investor.   At Efficient Wealth Management, they are also accomplished money coaches. They created a new coaching program called The Gratifying Harvest. The program helps members enjoy their future by carefully harvesting cash flow from a lifetime of savings or preparing them to do so.

Gordon Stockman's fiduciary obligation is governed by:

  • Certified Financial Planner (CFP)
  • XY Planning Network

Efficient Wealth Management is your guide into the confusing world of personal finance.  We help you avoid the pitfalls and help you embrace the advantages of a well developed but complex financial system.  We act as your confidant, advocate and protector.  We will earn your trust by telling you the truth at all times.  Even those truths you would sometimes not like to hear.  Our focus is our clients, not their money. We think it is essential to understand your net worth, your financial needs and relationship with your savings before embarking on any investment plan.  We are uncompromising in our belief that a good overall Financial Plan is essential to success.

At Efficient Wealth Management, we have separated ourselves from the sale of products and instead, returned the focus to servicing the needs and requirements of the client.  Being a fee-only advisory service, we are paid only for our services and our fees are fully transparent. Our advice is completely independent, objective and unbiased. We respect the need to provide fair value.   We become your partner in managing your wealth.  Through our relationships with select investment advisors, we will also help you take control of your management costs.

When you work with Efficient Wealth Management, you will benefit from the insight of an experienced, dedicated financial planner. Your planner will walk you through the entire planning process – from discussing your concerns, to developing a set of recommendations tailored just for you, to helping you put those recommendations in place. Your fees for our services often include a subscription for ongoing financial planning services, so we will be there when we are needed.  We think you should be in control of the relationship and let you select the level of involvement you desire from your financial professionals. You pay for what you get and do not pay for what you do not want.  You can go it alone, benefit from our educational sessions, get some minimal guidance or rely on us to monitor your portfolio. You can engage us to provide a complete set of financial plans or just one.

Learn Why Fiduciary Matters When Choosing a Financial Advisor:

Specialties

  • Financial Planning
  • Retirement Planning
  • Investment Management
  • Business Planning
  • Estate Services
  • Education Planning

Ideal Clients

  • Retirees and Near Retirees
  • Young Families
  • Entrepreneurs & Business Owners
  • Medical Professionals
  • Military
  • Sudden Money Situations

Working Together

  • In-Office Meetings
  • Virtual Meetings
  • No-Cost Initial Consultation
  • Hourly Fee
  • Monthly Retainer
  • % of Assets Under Management

Professional Designations & Affiliations

  • Certified Financial Planner (CFP)
    Gordon Stockman is CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification

    CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.

  • CPA - Certified Public Accountant
    Gordon Stockman is a Certified Public Account (Learn More)

    A Certified Public Accountant (CPA) is a designation given by the American Institute of Certified Public Accountants to those who pass an exam and meet work experience requirements.

  • CIMA - Certified Investment Management Analyst
    Gordon Stockman is a Certified Investment Management Analyst® (CIMA®)

    CIMA® professionals integrate a complex body of investment knowledge, ethically contributing to prudent investment decisions by providing objective advice and guidance to individual investors and institutional investors. The CIMA® certification program is the only credential designed specifically for financial professionals who want to attain a level of competency as an advanced investment consultant.

  • XY Planning Network
    Gordon Stockman is a Member of the XY Planning Network

    The XY Planning Network is the leading organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. Our mission is to connect consumers with best-in-class financial advisors who specialize in working with clients just like you.

Contact Gordon Stockman

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