Charles Eberly Jr. is a financial advisor with SevenBridge Financial Group, LLC in Greenwood Village, CO, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has been with SevenBridge since 2015. Outside of his advisory role, he serves as a director for the Kenneth Bankert Foundation, where he reviews grants and visits organizations involved with the foundation.
SevenBridge Financial Group provides discretionary investment management, comprehensive wealth management, financial planning, retirement plan advisory, donor-advised fund management, and business consulting to individuals, high net worth clients, trusts, estates, charitable organizations, retirement plans, and businesses. The firm employs a core-satellite portfolio construction with a long-term orientation, using various analytical methods and a range of investment vehicles to create customized client solutions.