Our founder's journey began as the son of two CPAs. Being involved in the family business from a young age introduced Jamie to the world of numbers. It also introduced him to a way of doing business that always put the client first. 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.