Executive Business Financial

At EB Financial Planning, we are dedicated to providing personalized, sound, and independent financial advice to our clients. With over 15 years of experience, we have established ourselves as a trusted and reputable financial planning firm. Our mission is to provide unbiased recommendations and guidance to help our clients achieve their financial goals.

Our Services

At EB Financial Planning, we offer a range of services designed to help individuals and businesses achieve their financial objectives. Our services include:

Private Client Wealth Services

We offer comprehensive financial planning and investment management services to individual clients. Our experienced professionals will work closely with you to understand your financial goals and develop a personalized plan to help you achieve them.

Six-Month Test Drive

New clients can try our investment advisory services for six months without being billed for advisory fees. This allows you to assess our services and see the value we can bring to your financial planning and investment management.

IRA401KTuneup

We offer retirement account portfolio recommendations and retirement cash flow analysis services at a fixed price.

Company Sponsored Retirement Plans

We help businesses establish and manage company-sponsored retirement plans to benefit their employees.

Environmental, Social, and Religious Governance (ESG/ESRG)

We help individuals and businesses integrate ESG principles into their investment strategy to make a positive impact on the world.

Charity Programs

We offer several charity programs, including our Benevolent Buddy Program, which allows you to choose from a list of pre-approved 501(C)(3) charities and receive 10% of any investment advisory fees paid to your account.

Pro Bono Services

We offer pro-bono financial planning and investment advice to individuals and families in need through our Deacon Mission program.

100% Satisfaction Pledge

We stand behind our services and promise to provide a 100% satisfaction guarantee. If you are not satisfied with our services, we will waive your subsequent quarterly investment advisory fees.

Why Choose EB Financial Planning?

We differentiate ourselves from other financial planning firms by:

• Being 100% independent and fee-only, which means we do not accept commissions or brokerage fees.
• Being fiduciary registered investment advisors, which means we act in the best interest of our clients at all times.
• Having a lifelong commitment to learning and continuing education to ensure our knowledge and expertise are always up-to-date.
• Offering a range of services designed to meet the unique needs of individuals, businesses, and non-profit organizations.

At EB Financial Planning, we are committed to providing personalized, sound, and independent financial advice to help our clients achieve their financial goals. We invite you to learn more about our services and how we can help you achieve your financial objectives.