ur quality investment services and products are designed to meet the lifecycle needs of individuals, families, estates, and businesses. EBA Consulting’s highly experienced professional advisors are Registered Representatives with Commonwealth Financial Network, trained to help personal and business clients make investment decisions based on their individual approach to risk and reward. Clients benefit from close personal relationships with their investment advisors, who help to develop an initial wealth management plan, and then monitor and adjust that plan to reflect changes in portfolio, lifecycle, or goals.

To support the very personal service that each client receives, we offer a user-friendly, web-based, financial planning and account aggregation software solution that allows clients to access all of their financial information from one secure, encrypted, personal internet portal. This unique wealth management platform provides tracking, reporting, and planning features to help clients create and view financial accounts, tax and legal documents, insurance coverages, strategic plans, and financial goals all in one place. Working independently or with an investment advisor, clients can access graphs and modeling features to experiment with different financial objectives or easily visualize and compare the impact of investment choices on financial goals. Clients can also access asset information anytime, anywhere.

As wealth grows, financial planning becomes more complicated. The investment advisors of EBA Consulting are specialists in managing complex portfolios, and in guiding clients through a complete array of investment options. We strive to find investments that work as hard as we do to help our clients achieve their financial goals.