A complete list of active advisors currently associated with EBH Financial, Inc.

Warmer can help you find a great advisor at EBH Financial, Inc. or one who fits your needs even better.

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.

To learn more about the advisors currently working at EBH Financial, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.