Socially Responsible Investing / ESG
"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.
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 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, 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.
We are here to help.
Ask a question
Schedule a virtual coffee date
At Ebersole Financial LLC, we believe that your money (and your advisor) should be working as hard as you do. And there should never be a question of who is working for whom.
As featured in...
Click here to schedule a free consultation...
or, send us an email.