Our Ideal Customer
We work with motivated individuals and families to provide them with the advice and education they need to take control of their financial future.
Ebersole Financial LLC provides financial planning and investment management services to individuals, families and smaller institutions. We are an independent investment advisory firm, focused on your needs. We charge for our services on a fee-only basis, accepting no commissions, which helps us avoid conflicts of interest and provide unbiased advice to our clients.
How We Got Started
As the son of CPAs who built and run their own firm, I always valued their position of independence and focus on client well-being. Providing independent, tailored advice and solutions to my clients is the first priority. Our independence gives us the ability to make your needs and concerns our top priority. Our fee-only, no-commission policy means that our focus is on listening to you, not trying to sell you a product or align you with a strategy that doesn’t match your priorities. Let our expertise and personal attention give you peace of mind as you navigate choices and realize your financial future. We are here to help you achieve your financial goals for the next year, the next decade and the next generation.
Businesses Who Recommend Us
Jamie is friendly and a wealth of knowledge who is truly interested in the best investments for his s clients.
Businesses We Recommend
We love Newton Pediatrics. Dr. Krisztina is wonderful!
Steve and Martha are thought leaders in the financial services industry, are extremely easy to work with and are great people to boot.
Richard prepared my personal estate planning documents and was extremely knowledgeable and easy to work with. The process was painless and well worth it. I highly recommend Richard for your estate planning needs.
P.O. Box 81604 Wellesley, MA 02481
Founder and CEO