We Always Put You First
Honesty, integrity, and trust are the cornerstones of our practice.
Expert Insurance Advice
Our knowledgeable and experienced agents are always looking ahead.
This Market Volatility Isn’t Going Anywhere
Our base case continues to be that the economy can withstand these headwinds.
Reserve your seat now for EBW's "The Informed Investor: Rising Interest Rates and Market Volatility" Webinar on June 29th!
Join EBW for a special webinar on the state of the economy at 12 p.m. EST on June 29th. We will be joined by Johnathan Mackay, the Head of Sales, Wealth Management Solutions at Schroders, to discuss rising inflation, the Fed raising interest rates by the highest single meeting hike since 1994 and increased market vola

Our Investment Process
As part of our ongoing commitment to our clients, we help you to make the best decisions with your cash and investments. Your investment plan is custom designed with meticulous care aimed to provide you the highest probability of accomplishing your financial goals.

Risk Management
By better controlling the ups and downs the market naturally goes through, we feel that we can help our clients pursue their life’s goals over time, with less uncertainty.

EBW Value Based Investing
We work with you to create a financial plan that helps you accomplish your financial objectives and to provide you with guidance and encouragement as you travel life’s journey

EBW Blog
Our team of experienced financial advisors will work with you to delve deep into your financial history and your future goals. From there, we'll create a few custom plans to get you started, and we'll guide you each and every step of the way.
