We Work For You.
Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your risk tolerance.
Our First Priority? You.
Our business is built on a foundation of thoughtful client relationships.
Get Your Complimentary Guide
Preparing for retirement is a long, arduous road with plenty of “planning potholes” along the way to avoid. Without a doubt, current retirees have learned numerous lessons through the years that they now realize could’ve been prevented. In this new infographic, we lay out ten pieces of retirement planning advice.
Download your free copy today to see the advice retirees wish they knew sooner!
About Us
Years of experience have prepared us to guide you through life's transitions. Tim and Eric both got their start in the mid 1990's working at full service brokerage firms and in 1999 they came together to co-found an independent brokerage firm in Charlotte. Click here for the "rest of the story".
Our Team
Our advisors are ready to evaluate and support all your potential investments. From managed money to life insurance, stocks and bonds to annuities, the advisors at EBS Wealth Management are appropriately licensed, experienced and capable of assisting you with all your current and future investment needs.
Our Philosophy
We continue the tradition that Jack Elledge started over 40 years ago with The Elledge Group. Trust. Honesty. Integrity. We believe values matter, and every day we live by a quote that has been in our conference room for more than a decade.
"A thing that is bought and sold has no value unless it contains that which cannot be bought or sold. Look for that priceless ingredient...the priceless ingredient of every product in the marketplace is the HONOR and INTEGRITY of him who sells it. Consider his name before you buy."
