a blue and white tiled wall with a sky background

EBC Financial Management

A boutique financial services firm located in The Triangle region of North Carolina. Providing creative solutions in a complex world.

Services

Explore our discretionary asset management, financial planning, and investment consulting services for ERISA plans.

Asset Management

Fee-based discretionary asset management as a fiduciary. Portfolios are tailored to the needs of the client.

grayscale photo of chess piecesgrayscale photo of chess pieces
Financial Planning

Individual and family financial planning that develops a personalized roadmap for your future.

Specialized investment consulting services designed select, monitor and assist with compliance of the investment menu in an ERISA plan.

ERISA Plan Investment Consulting
shallow focus photograph of black and gray compassshallow focus photograph of black and gray compass
fountain pen on spiral bookfountain pen on spiral book

Contact

erik@ebcfinancial.com

Email

Triangle Region, North Carolina

Hours

By Appointment Only

Located
Tel/Text

(984)-341-4193

Affiliated with Capital Investment Advisory Services, LLC

Tel: (919)-831-2370

100 E Six Forks Road, Suite 100, Raleigh NC 27609