Ebersole Financial LLC

Overview

Ebersole Financial LLC is a small, independent registered investment adviser that focuses on financial planning and portfolio management for individuals and small businesses. The firm structures client relationships around fee-based advice, combining percentage-of-AUM billing with hourly and fixed-fee engagements. That mix suggests a focus on ongoing investment management for established households alongside planning or project-based work. Investment implementation leans toward manager-driven solutions and pooled vehicles rather than direct-stock concentrated portfolios. Public mutual funds serve as the core building blocks of client portfolios, while the firm supplements those positions with third‑party alternative managers when appropriate. Ebersole Financial is not positioned as a capital allocator or pension consultant; its mandate is client-facing wealth management for individual and family clients.

Assets & Accounts

Investments & Alternatives

Location & Offices