Meet the Team at Ebersole Financial LLC

Our founder grew up in the family accounting business and from a young age was steeped in the world of numbers. It introduced him to a way of doing business that always put the client first. Jamie saw first-hand how good accounting and tax advice benefited clients and could turn them into lifelong friends. He also saw (all too often) the damage that bad financial advice could cause when a fiduciary relationship was missing. This was a driving force behind his decision to help others avoid the negative effects of bad advice and get the advice that they needed for their situation, not for the broker's bank account. Over the years, the virtues of saving, long-term investing and hard work were continually reinforced through frequent conversations with his grandmother, who was an ardent investor in the stock market, his father, a CPA and early CFP holder and his mother, a CPA and former math teacher. Seeing too many tax seasons up close and personal taught Jamie that he didn't want to join the family business but instead use his interest in numbers to help others achieve their financial goals and dreams.  After many years of education including two MBA degrees, a Master's degree in History, a CFA Charter and a CFP certificate, and a career in institutional investment management, Jamie founded Ebersole Financial LLC in 2014 to fulfill his vision of bringing independent, institutional-quality advice to individuals and families.