Meadowbrook Wealth Management - UBS Financial Services Inc.
Why pick this one
Meadowbrook Wealth Management provides CFP-led retirement income planning, tax-efficient income strategies, and investment management in Chapel Hill.
Best for
- retirement income planning
- maximizing Social Security and pension income
- tax-aware investment planning
- family legacy and multi-generational wealth planning
- high-net-worth families
- philanthropic planning
Look elsewhere if
- people seeking emergency financial services
- people seeking transactional banking rather than comprehensive planning and investment management
- people seeking services outside financial planning, retirement planning, or investment management
Specialties
- retirement income planning
- tax-efficient retirement income strategies
- Social Security and pension income strategies
- investment management
- family legacy planning
- philanthropic planning
- multi-generational wealth planning
Certifications
- CERTIFIED FINANCIAL PLANNER (CFP)
What makes them different
- John Eberhard provides customized financial plans that the team helps implement, monitor, and adjust over time
- John Eberhard focuses on sustainable, tax-efficient retirement income and strategies to maximize Social Security and pension income
- John Eberhard received Forbes Best-in-State Wealth Advisors recognition for 2023, 2024, 2025, and 2026
- Esha Solanki works with high-net-worth families on retirement income, tax-aware investing, philanthropy, and multi-generational wealth
- The office is located at 317 W. Barbee Chapel Road in Chapel Hill
- Serves
- Chapel Hill
Distilled from this business's own website.
Contact & Location
- Address
- 317 W. Barbee Chapel Road, Chapel Hill, NC 27517
- Phone
- 9199182335
- Website
- https://advisors.ubs.com/meadowbrook/?utm_sourc...
Services
- comprehensive financial planning
- investment management
- retirement planning
- tax-aware investment strategy
- legacy planning