Executives
You don't need to do everything by yourself. Having a financial partner to share the burden is good business practice.
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Arthur J. W. Ebersole
Founder and CEO
CFP®, CFA®
Ebersole Financial LLCP. O. Box 81604, Wellesley Hills, MA 02481
Languages: English
My Approach
Financial planning isn't one-size-fits-all. I specialize in helping individuals and families navigate the complex financial crossroads of life, focusing heavily on these unique groups and the major moments that define their journeys.
The Clients I Serve
Retirees or Seniors
It's never too late to start planning.
Women & Female Leaders
Few financial decisions need to be made on the spot. It's ok to ask your questions, get your answers and take the time you need to decide.
Major Milestones I Specialize In
Retirement Planning
Retirement planning is about making the seemingly impossible, possible. With a clear view of your goals and a solid plan, the future is yours.
Sudden Wealth or Inheritance
There is no urgency to make a decision right now. Breathe, take the time you need and assemble the best team possible to help manage your transition (and stress.)
Widowhood
Go slowly. Take the time you need to start healing before you make any big changes in your life.
Our 7 Steps to Financial Planning
Certified Financial Planners have a proven blueprint for success—but your planner builds it entirely around you.
Summarized from the CFP® Board's Practice Standards. cfp.net
My Process
Each year we partner with a limited number of new clients for whom we can make a difference. We do our best work with clients, typically widows and single female decision-makers, who are facing significant financial change and are seeking a trusted advisor to help guide them through the complexity and uncertainty. We work closely with each client to build a plan to bring structure to the chaos and manage your assets to serve your immediate and future financial needs and goals. We listen. We adjust. We Care.
Disclosures
This material is provided for informational purposes only and does not constitute investment, tax, or legal advice. It is not a recommendation or solicitation to buy or sell any security, insurance product, or investment strategy. Past performance does not guarantee future results. All investing involves risk, including the possible loss of principal. Tax and legal matters are outside the scope of this engagement; consult your attorney, accountant, and other qualified professionals before making financial decisions. Additional information about this financial professional, including registration status and disciplinary history, is available through FINRA BrokerCheck and the SEC Investment Adviser Public Disclosure website.