Founded by Stephen Stewart, a former Medicaid Compliance Liaison with the NYS Office for People with Developmental Disabilities, E-Fund Resources is led by a professional with deep expertise in disability-focused financial planning and advocacy. Stephen holds the designations EA (Enrolled Agent), AFC (Accredited Financial Counselor), CLU (Chartered Life Underwriter), ChFC (Chartered Financial Consultant), and ChSNC (Certified Special Needs Consultant), underscoring his mastery in tax strategy, financial counseling, insurance planning, and special needs consulting.
E-Fund Resources, LLC is a Financial Wellness & Counseling firm serving neurodiverse families, immigrant communities, and small business owners across the NYC metro area. We specialize in Special Needs Planning, Settlement Planning, Survivorship Planning, and holistic financial solutions that foster resilience and long-term stability.
Our mission is to empower ABLE account holders and Trustees of Special Needs Trusts through culturally resonant financial literacy, worksite wellness programs, and tailored advisory services. By blending technical expertise with community-centered values, we help families and organizations build resilience, generational legacy, and inclusive financial empowerment.
Our approach integrates comprehensive financial assessments, personalized planning, and ongoing support to address the unique challenges faced by neurodiverse and immigrant populations. We emphasize culturally informed strategies that respect diverse values and experiences, ensuring accessibility and relevance.
718-285-0741 efundresources@aol.com
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