EBH Financial, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
EBH Financial, Inc. provides discretionary asset management and related financial planning services to individuals and high net worth individuals. The firm offers portfolio management tailored to each client's goals, time horizon and risk tolerance, and may provide planning work addressing wills, estates and trusts, taxes, qualified plans, retirement income, Social Security and college planning at no additional cost.
Investment programs are constructed using fundamental analysis with a focus on long-term holdings, and EBH typically exercises discretionary trading authority on client accounts. Accounts are reviewed at least quarterly (and more often when market conditions dictate), and clients may impose written restrictions on investments or strategies.
As of December 31, 2025, EBH reported approximately $39 million in discretionary assets across roughly 75 clients and operates as a single-owner adviser who also serves as the firm’s chief compliance officer and reviews affiliated persons’ trades quarterly. The firm requires the use of Charles Schwab as custodian, does not vote client proxies (clients receive proxy materials directly), and does not recommend or select other investment advisers or receive external economic benefits.
Client services
Expertise
Fee options
up to 2.0% annually, negotiable
Main office
Sandwich IL
Advisors at this office
1
Most active in
Illinois · Wisconsin
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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