Ebner Financial Group
Ebner Financial Group — Helping to create financial security for our clients

Financial guidance built around you.

Independent planning for individuals, families, and business

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Welcome to Ebner Financial Group

Independent advice. Personal attention.

At Ebner Financial Group, our job is to understand where you are, where you want to go, and what matters most along the way. As an independent firm, we build plans around your goals, not around a product lineup.

Whether you're a longtime client or just getting to know us, we'd welcome the chance to hear your story and talk about how we can help.

Planning for Individuals & Families

Every plan starts with a conversation about your family's needs and goals. From there, we build a disciplined strategy and adjust it as life changes.

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Planning for Business Owners

Running a business brings its own set of financial decisions. We help owners plan for their employees, their risks, and their eventual exit.

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Talk With Our Team →

Our Team

Doug Ebner

Doug brings more than 25 years of financial services experience to his clients. He holds a J.D. and a Master's in Legal Taxation from Georgetown University, is a Certified Public Accountant, and ran his own CPA practice for over 13 years. He is a member of the Million Dollar Round Table (MDRT) and holds the Chartered Life Underwriter (CLU) designation.

Today, Doug focuses on comprehensive wealth management for individuals and retirement plans for businesses, with a hands-on approach to each client relationship.

Don Lozier

Don is an Investment Advisor with 25 years of investment experience and a BS in Electronics Engineering. He designs and implements investment strategies and retirement programs for individuals and businesses, and uses modern reporting tools to keep clients informed on performance and allocation.

Before joining Ebner Financial Group, Don owned and ran a consulting business for more than 12 years, giving him firsthand insight into the needs of small business owners.

Let's Talk

Have a question or ready to get started? Send us a note and a member of our team will follow up to schedule a time to connect.

New Hill Office

190 Top Chord Way, New Hill, NC 27562

West Jefferson Office

165 Dogwood Court, West Jefferson, OH 43162

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