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ESB Wealth Management

ESB Wealth offers financial services for businesses and individuals, focusing on long-term family wealth, retirement plans and pension services. For more than 60 years, our investment advisory firm has provided personal, objective consulting for wealth preservation and strategic growth, as well as innovative solutions for legacy and estate planning.

Retirement Plan Solutions

As an Independent RIA, ESB Wealth can work with any platform to service current plans or create custom new plans to fit the specific needs of your business. In addition to ESB financial services, our in-house ProTPA branch can design and administer custom 401(k) plans to simplify the management of employee plans. We educate employees, monitor investment portfolios and administer pension services so you can focus on your business.

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Wealth Management

ESB Wealth builds lasting relationships, with individual attention and positive results. We combine a long-term perspective with a thoughtful eye for immediate, relevant market concerns—so you can rest assured that your financial future is in good hands.

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Client Focus

At ESB, commitment to our clients’ success is everything. Our expertise is backed by 65 years of combined experience in the financial services industry. And as a fiduciary Registered Investment Advisor, we are legally bound to put your interests first. We believe our clients deserve nothing less.

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Wealth Management

At ESB, comprehensive planning is more than just a buzzword. We firmly believe that your financial life is a chain, and we work to ensure that each link is strong and stable. With that strength comes confidence and an ability to live life to the fullest.

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RETIREMENT PLAN SOLUTIONS

ESB Wealth Management provides comprehensive retirement-plan solutions to small businesses. As a true one-stop shop, we combine all the services of a large firm with the personal attention of a boutique.

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