# E2E Financial

E2E Financial is a RIA based in Atlanta.

## Overview

- **Organization type:** RIA
- **Headquarters:** Atlanta
- **Assets under management:** Undisclosed
- **Website:** https://e2efinancial.com
- **LinkedIn:** https://www.linkedin.com/company/e2e-financial-llc

## Regulatory record

- **CRD number:** 338290
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/338290

## About

E2E Financial is a financial coaching firm that specializes in working with dentists to grow their practices and work toward their personal financial goals. It is a registered investment adviser located in Atlanta, GA. The firm offers a blend of dental consulting and financial coaching with a comprehensive approach aimed at greater efficiency and profitability.

## Sectors

- dentists

## People

- Andrés M. Romero — ChFC, CFP®, Financial Coach
- Maggie Kenyon — FPQP®, Operations Director
- Marlaina Voelker — Marketing Specialist

## Questions

### Who runs investment decisions at E2E Financial?

No named investment professionals or decision-makers at E2E Financial have been identified in public records. The firm has not published a leadership team or designated a CIO or CEO in any verifiable source as of mid-2026.

### How does E2E Financial source proprietary deal flow?

There is no public information on E2E Financial's deal-sourcing methods. The firm has not disclosed whether it relies on direct relationships, intermediaries, or co-investment networks.

### Does E2E Financial participate in fund commitments or only direct deals?

The firm's investment approach—whether it commits to external funds, co-invests, or operates exclusively through direct deals—has not been documented in any public filing, press release, or reputable financial publication as of mid-2026.

### Which sectors does E2E Financial explicitly avoid?

No public statement from E2E Financial regarding sector exclusions has been identified. Without any disclosed investment policy, it is not possible to list sectors the firm avoids.

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Last updated: 2026-08-11T15:06:35.052Z

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