About Us

  • Egan, Berger and Weiner, LLC is an independent financial planning firm founded in 2003 and focused on providing unbiased, personalized and thoughtful guidance to assist clients in achieving their financial goals. We act in a fiduciary relationship with our clients by putting their interests before our own - always.

    What sets us apart is that we work with you, to understand what is most important to you and to build a unique financial plan around your life. We can work with you to implement strategies designed to:

    • Grow your assets
    • Protect the ones you care for most
    • Preserve what you have worked so hard to achieve
    • Pay for education expenses
    • Ensure your independence in later life
    • Create a lasting legacy

    As our firm continues to grow and evolve, we stay focused to ensure our clients enjoy the exceptional service that has been a hallmark characteristic of EBW. We look forward to talking with you about how we can help you reach your goals. At EBW, the vision is uniquely yours, the strategies are uniquely ours.

  • What We Do

  • Stages Of Life

    Starting Your Career
     
    • Debt Management
    • Cash-flow
    • Emergency Reserve
    • Savings
    • Employee Benefits
    • Insurance Planning
    • Investments
    • Self-employment
    Early Career
     
    • Marriage
    • Buying a Home
    • Estate Planning
    • Starting a Family
    • Retirement Savings
    • Changing Jobs/Careers
    • Cash-flow
    • Insurance Planning
    • Investments
    • Business Owner
    • Self-Employment
    Mid Career
     
    • Marriage
    • Buying a Home
    • Starting a Family
    • College Savings
    • Retirement Savings
    • Insurance Planning
    • Estate Planning
    • Taxes
    • Business Owner
    • Investments
    • Caring For Elderly Parents
    Pre-retirement
     
    • Retirement Savings
    • Long-Term Healthcare
    • Estate Planning
    • Caring For Elderly Parents
    • Insurance Planning
    • Retirement Income Planning
    • Transitioning Your Business
    Retirement
     
    • Retirement Income Planning
    • Not Outliving Your Assets
    • Investing For Income
    • Long-term Healthcare
    • Estate Planning
    • Legacy Planning
    • Social Security Planning
    • Medicare/Healthcare Planning
    • Insurance Planning
    • Transitioning Retirement Income Planning
    • Insurance
    • Transitioning Your Business
  • Our Principles

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  • Meet Our Team