Jamie Ebersole is the founder and CEO of Ebersole Financial LLC, a firm that helps families plan for their futures with holistic and customized financial solutions. He is a Chartered Financial Analyst (CFA) and a Certified Financial Planner (CFP), two of the most respected credentials in the ...
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Jamie Ebersole is the founder and CEO of Ebersole Financial LLC, a firm that helps families plan for their futures with holistic and customized financial solutions. He is a Chartered Financial Analyst (CFA) and a Certified Financial Planner (CFP), two of the most respected credentials in the financial industry, reflecting his expertise and ethics.
With over 25 years of experience, Jamie specializes in serving technology executives, divorcees, and widows, who face complex financial challenges and opportunities. He offers comprehensive services that cover investment management, executive compensation, private equity, 529 plans, 401(k) allocations, and more. He also leverages his background in family businesses and institutional investors to provide objective and sound advice to his clients. As an independent, fee-only, and fiduciary advisor, he puts his clients' interests first and avoids conflicts of interest. He is a trusted and recognized financial professional, who has been featured in US News & World Report, The Wall Street Journal, and other publications.
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