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.
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
Contact
Triangle Region, North Carolina
Hours
By Appointment Only
Located
Tel/Text
Affiliated with Capital Investment Advisory Services, LLC
Tel: (919)-831-2370
100 E Six Forks Road, Suite 100, Raleigh NC 27609