We work with you to develop a plan that fits your needs and will give you the best chance to achieve your goals.
Ebersole Financial offers financial planning for all stages of life. We are ready to guide you as you plan funding for your children’s education, for your retirement or to meet another life goal. We work with executives to help them understand their RSAs, RSUs, ISOs and NQSOs. We work with seniors to develop spending plans to meet their active lifestyles. And in today’s dynamic career environment, we are ready to counsel the youngest working generation as they manage 401(k)s and other benefits as they transition between jobs. Let us tailor a personalized and well-designed plan that will help you implement financial solutions and realize your goals. You don't need to and shouldn't make these important life decisions alone.
No one knows exactly what the future will hold, but we all need to make decisions today that will impact the following days, weeks and years. At Ebersole Financial we work closely with you to develop a financial plan for two main goals:
1) to help you understand your current financial situation, and
2) to guide you on your chosen path forward.
The financial planning process is different for each client. Factors such as whether or not you have completed financial planning in the past, your stage of life and the the complexity of your individual situation will influence the process. Whichever situation you may be in, we work with you to identify what is important, to highlight concerns and then develop a plan to help you reach your goals.
At Ebersole Financial we help you manage your investments so you can focus on the other important areas of your life. Our approach relies heavily upon academic research that indicates that long-term, low-cost, market-oriented strategies give you the best chance to achieve your goals. We don't chase performance.
We believe that there is a strong link between financial planning and investment management, and coordinating these activities is key to achieving your goals. Based upon our expertise, investment management is a core element of the services we provide for our clients. Mr. Ebersole’s extensive background in private equity and the institutional asset-management world give him a unique perspective on investment opportunities. He specializes in bringing the skills and focus of institutional investors to the individual investor. For more information about our services and fees, please see our Form ADV and our Fee Table.
At Ebersole Financial LLC we know that investment performance is important. We also know that your values are equally important. And we don't believe that investing based upon your values necessarily means lower expected performance. Working together we will review your current portfolio and develop concrete action steps you can take to make your portfolio more SRI or ESG friendly, based upon your individual goals. In the process, we can likely find ways to reduce the overall cost of your portfolio, which will be friendly to your wallet, too.