A complete list of active advisors currently associated with Ebis
Warmer can help you find a great advisor at Ebis or one who fits your needs even better.
eBIS serves individual investors, trusts, foundations, and corporate retirement plan sponsors, offering both risk management consulting and ongoing investment management, including ERISA 3(21) and 3(38) fiduciary services. The firm operates on a fee-only, fiduciary basis and accepts a small number of clients, providing bespoke portfolio management and financial planning tailored to retirement outcomes. The firm’s investment process combines academic techniques such as mean-variance optimization and a proprietary risk model with practical considerations for taxes and costs, tilting portfolios by factors (an extended Fama–French approach that includes gross profitability and momentum) and minimum-volatility strategies to manage downside risk. eBIS documents client objectives in customized Investment Policy Statements, rebalances as needed, and incorporates a seven-part retirement-centric planning review, collaborating with clients’ other advisors when appropriate. Compared with many peers, eBIS routinely produces written research (white papers, newsletters, and blog content) and delivers client education through seminars, webinars, and training, and it maintains a cloud-based collaborative data store to support fiduciary documentation and ERISA audit readiness. The firm also brings institutional risk-management experience into its investment work and uses multiple custodial arrangements (including a custodian for marketplace and peer-to-peer lending), features that are uncommon for a firm of its size.
To learn more about the advisors currently working at Ebis, 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.
Name |
Location |
Years of experience |
|---|---|---|
Phoenix, AZ
| 12
|
Not sure where to start?
We'll help you think it through — whether you ultimately need an advisor or not.
Warmer helps you compare advisors clearly — so you can choose with confidence.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")