"A goal without a plan is just a wish." - Antoine de Saint-Exupery

Ebersole Financial LLC is an independent financial advisory firm helping individuals and their families plan for their futures. We are based in Wellesley, Massachusetts, where we are raising ours. If you are dealing with uncertainty about your finances and/or stress related to managing your investments, we can help.

We work with recently single individuals (widows/ers, divorcees), mid- to late- career executives and retirees. We are proud of our independence which allows us 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 goals. Let our expertise and personal attention give you peace of mind as you navigate important financial and personal choices and realize your financial future. We are here to help you achieve your goals for the next year, the next decade and the next generation.

In this time of uncertainty due to the COVID-19 pandemic, war in Russia/Ukraine and inflation, we realize you may have pressing questions about your individual financial situation including your investment portfolio and 401(k) accounts, your individual financial goals and the current market environment. Please click below on the appropriate button to schedule a time to speak with us.