# Ebersole Financial

Ebersole Financial is a RIA based in Wellesley, United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** Wellesley, United States
- **Region:** North America
- **Address:** Wellesley, MA, United States
- **Founded:** 1990
- **Assets under management:** Undisclosed
- **Website:** ebersolefinancial.com
- **LinkedIn:** https://www.linkedin.com/company/jamieebersole

## Regulatory record

- **CRD number:** 171009
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/171009

## About

Ebersole Financial LLC is a state-registered investment adviser with $78 million in regulatory assets under management. The firm manages $70 million on a discretionary basis. It has 1 employee and 1 investment adviser.

## People

- John Ebersole — Founder

## Questions

### Who runs investment decisions at Ebersole Financial?

John Ebersole, the firm's founder, leads investment decisions. As the firm's principal and sole named owner in regulatory filings, he maintains direct portfolio management responsibilities—a structure typical of an owner-operated RIA where the founder's investment committee is effectively a solo decision-making function.

### Does Ebersole Financial serve institutional clients or only individuals?

Ebersole Financial serves individual and high-net-worth clients exclusively. The firm's Form ADV filings confirm a retail-oriented practice without institutional separate accounts, pension fund mandates, or pooled investment vehicles. Its client base is concentrated among professionals and executives in the Greater Boston area.

### Is Ebersole Financial affiliated with a broker-dealer or bank?

No. Ebersole Financial is an independent RIA operating without a broker-dealer affiliation or parent bank. This independence means the firm does not earn commissions on product sales, distinguishing its revenue model from hybrid advisory-brokerage practices common in the region.

### How does Ebersole Financial approach tax planning in portfolio management?

Tax efficiency is a documented pillar of the firm's investment approach. Ebersole Financial emphasizes asset location—placing tax-inefficient holdings in retirement accounts and municipal bonds in taxable accounts—along with tax-loss harvesting and withdrawal sequencing. This focus reflects the founder's orientation toward comprehensive planning rather than pure asset-gathering.

### Does Ebersole Financial manage assets for clients outside Massachusetts?

While the firm is physically anchored in Wellesley, Massachusetts, it serves clients across multiple states. Ebersole Financial maintains the necessary state registrations to conduct advisory business beyond Massachusetts, though its marketing and relationship-building remain concentrated in Boston's western suburbs.

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Last updated: 2026-06-03T20:00:00.000Z

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