Invest with Confidence

Eberhardt Wealth Management's mission is to become a trusted professional to our clients, helping  both individuals and organizations successfully achieve their goals as  they relate to the financial world. Ensuring our clients understand everything we do is paramount.   For individuals, services  include  retirement planning, estate planning strategies, risk management, wealth  management, and/or funding a child's college education. For  organizations, we utilize our years of experience in organizational  consultative  approaches to implement highly effective Qualified Plans/401(k) plans.

It is our responsibility to understand our clients'​ objectives and guide  them through the maze of products, services and approaches available,  thereby forming a custom plan specifically designed to meet their goals.  While maximizing returns is important, our main priority is to keep your financial plan on track.  This means keeping your investments in line with your risk tolerance, your "scare threshold."  Maximizing your returns does nothing  if you can't sleep at night because your are worrying about your accounts.