“My favorite part of my practice is when I see clients physically relax when they realize they are not alone in the financial world.” - Bret Eberhardt, President, EWM
By providing experienced financial advice and planning assistance, we help families and business owners grow their wealth to meet their short term and/or long term goals. Do you have questions about investments, retirement, tax planning, and/or estate planning? Contact us to learn more.
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.