EBW Financial Planning

Financial Planner / Partner

Egan, Berger and Weiner, LLC is an independent financial planning firm founded in 2003 and focused on providing personalized and thoughtful guidance to assist clients in pursuing 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 help:

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.