Meet the Team

Carlos E. Ward Jr.

CEO & FOUNDER · INVESTMENT PRINCIPAL

25+ years of Investment & Retirement Planning experience. BBA in Finance from Howard University. Born in Colon, Panama, Carlos founded EFG with a mission to serve his community and build generational wealth.

Encourage

Sometimes it is hard to be encouraged when you can’t see the forest for the trees. We help you take a strategic view of your overall profile and help map a path that will assist you in getting from where you are to where you desire to be. Being able to clearly see a destination fosters true encouragement.

Empower

With this foundation, our clients are empowered with the tools necessary to apply information and implement strategies that will help produce their desired outcome.

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Meet The Founder

Carlos E. Ward Jr.

CEO and founder of Efficient Frontier Group, LLC.

Born in Colon, Panama, Carlos is a first-generation college graduate with a BBA in Finance from Howard University. His modest upbringing inspired his passion to assist his community with meeting their financial objectives, mitigating risk, and managing their resources to align with their purpose. Helping his clients discover their purpose and realize their desired end is the cornerstone of his practice.

Carlos is an Investment Principle and a Certified Financial Planner ® with more than 25 years of Investment and Retirement Planning Experience. He is an active member of his community and resides in Middletown, Delaware with his wife, Lucinda. In his free time, he can be found playing racquetball, pickleball, cycling and spending time with his children and grandchildren. Carlos is also passionate about exposing young minds to the importance of technology and finance and enjoys sharing career and educational resources with them through his non-profit organization, KBTI (Kingdom Business & Technology Institute).

Efficient Frontier Group

Family-led, faith-informed investment management and retirement planning firm helping individuals, families, and business owners build financial freedom that lasts for generations through education, encouragement, and empowerment.

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(302) 373-9108

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