Wealth Plan


See how far you can go with the right plan.

Through the years, you’ve probably worked with many different professionals, received a wide range of advice, and implemented varying strategies. You have a lot of information—so where do you begin?  A wealth planning team can help you gather what you need to create a wealth plan. A wealth plan provides the expertise you need to fully understand where you’re at and where you’re going. With everything in one place, you’ll see the cohesion you've been craving.

Our EB Wealth Planning Services team has the expertise necessary to gather and analyze your information, provide forecasting and make recommendations. We don’t just say we’re a team—we act as a team. We work seamlessly with each other to ensure every aspect of your wealth is helping you achieve your financial goals.

What inspires you, inspires us. Let’s talk.


Brad M. Kelley

Principal-in-Charge of Financial Services


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