Our Mission
Our mission is to assist you with realizing your objectives from both a business and a personal perspective. We facilitate the planning process by getting you to take action and take responsibility for making sure that the total job gets completed.
We use a thorough process that begins with us establishing a relationship with you that will last for your lifetime. Along the way, we provide high quality service as we design customized financial plans, estate planning strategies, and retirement plans that are customized to your specific goals and situation.
Who We Are
EBF Financial was founded in 2017 when Larry Beebe and Megan Evan's Beebe Financial Group merged with Thomas Fields' Insight Wealth Strategies. The two firm partners share the same desire to focus on planning rather than transactions as it relates to their personal and business clients, bringing a passion for integrity, client service, and finding the best solutions for their clients. Their combined efforts allow them to streamline processes and bring value to each others practice through idea sharing and collaboration. Since Larry's passing in 2021, Megan and Thomas have maintained the firm with the same core values that were the foundation of the team at it's inception.
