Matthew Eberly
Matthew Eberly is a ChFC-designated registered investment advisor at Wienken Advisors, LTD., based in Mechanicsburg, PA, with 21 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Federal Employees, Financial Planning & Coaching, Retirement Planning.
Compensation
Firm Size
IM Fee
Fee Structure
- Retirement Application Forms Review Service: Fixed fee of $299 to help Federal Employees complete retirement benefit application forms.
- Retirement Planning Issues Consultation Service: Fees are either fixed or hourly, ranging from $85 to $250 per hour, for tailored retirement planning advice.
- Financial Advisory/Coaching Service: Fees are either fixed or hourly, ranging from $85 to $250 per hour, for advice on specific financial issues.
Location
100 Sterling Parkway, Suite 307, Mechanicsburg, PA, 17050
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Matthew sells fixed annuities for North American Company and dedicates minimal time to it. He is also the president of a youth softball club, taking about 10-20% of his time, and an investment adviser representative for Wienken Advisors, Ltd., spending a few hours per week marketing and presenting seminars.
Employment History
Current Registrations
Wienken Advisors, LTD.
MML Investors Services, LLC
MML Investors Services, LLCBroker
State Registrations22 states
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