Asset Management

EBNER Financial Group has a devoted group of experts with experience assisting businesses, individuals, and non-profit organizations in reaching their investment goals. As independent advisors, all of our investment decisions are driven solely by our obligation as fiduciaries to our clients. We cater all of our investment products to the needs of each individual client, crafting personalized portfolios that maximize returns while minimizing risk.
 

OBJECTIVE AND INDEPENDENT ADVICE

Independent and objective advice means that we are beholden only to our clients. We do not sell investment “products” but rather solutions wherein our compensation is generated solely from our clients. Our investment decisions are not influenced by our compensation or by the presence of hidden fees or commissions. We develop relationships with investment managers that are conflict-free and leverage our position to negotiate lower fees wherever possible for our clients.
 

LOWER FEES

We believe in maximizing value to our clients however we can. Our strategy is to “stretch the rubber band” by increasing returns and decreasing fees. We accomplish this by reducing all unnecessary costs in our organization that do not provide direct value to our clients. For this reason, we do not advertise, layer our client’s advisory team with multiple advisors, or incur any business expenses that will not ultimately serve our clients’ best interests.

FOCUSED SERVICE AND ATTENTION

At Ebner Financial Group, service is at the center of everything we do. No question or request goes unanswered. Today’s economic climate demands thorough attention to every investment decision made along with constant oversight of one’s portfolio. Our clients range from business owners to executives to foundation directors whose time is in high demand. We are here to provide personalized, convenient service in order to overcome the investment challenges of each of our clients.

ABILITY TO MANAGE RISK

Our team of advisors have extensive training and education that allow us to best manage the risk taken in each of our clients’ portfolios. Today’s world demands that extra attention be paid in developing comprehensive risk strategies for each portfolio. We spend time with each individual client in order to understand that client’s unique risk tolerance. 

WEALTH MANAGEMENT SERVICES

We seek to improve client after-tax and risk-adjusted portfolio performance by addressing the major deficiencies in portfolio management – conflicts of interest and insensitivity to tax consequences. With scrupulous independence and a disciplined, thoughtful approach to portfolio management, we guide clients to establishing and meeting their portfolio goals.