Egan, Berger and Weiner, LLC - Financial Planning

Egan, Berger and Weiner, LLC - Financial Planning CFPTM and Certified Financial Planner are certification marks owned by the Certified Financial Planner Board of Standards, Inc.

EBW is an independent financial planning firm founded in 2003 and focused on providing unbiased, personalized and thoughtful guidance to assist clients in achieving their financial goals. Fee-Based Financial Planning

Egan, Berger & Weiner, LLC is an independent financial services firm whose associates offer decades of experience in many areas of financial planning. To learn more about financial p

lanning services and how to choose an advisor that fits your needs, please see our useful links under the Resources page for more information. Retirement Planning
Education Planning
Gifting and Estate Planning
Investment Portfolio Management
Investment Tax Strategies
Risk Management and Insurance Planning

Our experience can help you plan with purpose—so you can enjoy today with confidence and look ahead to tomorrow with confidence. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements. Securities offered through Cetera Wealth Services, LLC, member FINRA/SIPC. Advisory services offered through Cetera Investment Advisers LLC, a Registered Investment Adviser. Cetera is under separate ownership from any other named entity. Cetera Wealth Services, LLC exclusively provides investment products and services through its representatives. Although Cetera does not provide tax or legal advice, or supervise tax, accounting or legal services, Cetera representatives may offer these services through their independent outside business. This information is not intended as tax or legal advice.

Contact the office to schedule time to review your financial health.
06/24/2026

Contact the office to schedule time to review your financial health.

Before skipping your daily walk, keep this in mind: regularly active adults can save up to $2,500 a year compared to cou...
06/22/2026

Before skipping your daily walk, keep this in mind: regularly active adults can save up to $2,500 a year compared to couch potatoes.

Year after year, according to a 2025 report in Stronger Life. Think of your exercise routine as the retirement savings that you don't have to drain early.

Drop your non-negotiable habit below.

06/21/2026
Happy first day of summer! Enjoy the season.
06/21/2026

Happy first day of summer! Enjoy the season.

To all those graduating this year, congratulations!
06/17/2026

To all those graduating this year, congratulations!

The Fed meets Tuesday and Wednesday, and while everyone’s expecting no change, there are still a couple things to keep a...
06/15/2026

The Fed meets Tuesday and Wednesday, and while everyone’s expecting no change, there are still a couple things to keep an eye on—like the new dot plot and what’s next under the new Chair. CIO Gene Goldman reminds us that a Fed hold may not be exciting, but consistency counts. See more in .

“Cetera Financial Group” refers to the network of independent retail firms encompassing, among others, Cetera Advisors LLC, Cetera Advisor Networks LLC, Cetera Investment Services LLC (marketed as Cetera Financial Institutions or Cetera Investors), and Cetera Financial Specialists LLC. All firms...

Can you put a dollar figure on being healthy?One study that compared active and inactive adults found that healthcare co...
06/15/2026

Can you put a dollar figure on being healthy?

One study that compared active and inactive adults found that healthcare costs are 9% to nearly 27% lower for those who stay "on the move," according to a landmark study by BMJ Journals.

When socking away money for retirement, savvy savers are not only accumulating money but also thinking about what they won't have to spend.

Today, we celebrate Flag Day, a tribute to our nation’s freedom, unity, and resilience. Whether you’re flying Old Glory ...
06/14/2026

Today, we celebrate Flag Day, a tribute to our nation’s freedom, unity, and resilience. Whether you’re flying Old Glory at home, joining with others in a public celebration, or simply reflecting on what our flag means to you, take a moment today to honor the red, white, and blue. ❤️🤍💙

Read the latest issue of Retire Wise here:
06/09/2026

Read the latest issue of Retire Wise here:

Families often struggle to find meaningful ways to pass down their values. While wealth, heirlooms, or traditions can be transferred with relative ease,…

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22182

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