Business Details
33 Years
experience
Trusted Investment and Wealth Management Services
Founded in 1993 by three friends, Eubel Brady & Suttman Asset was built on principles of trust, client care, and long-term investment results. Our singular value-oriented investment philosophy prioritizes absolute returns while maintaining transparency in all client interactions. As a registered investment adviser based in Miamisburg, Ohio, we serve individuals and business owners with personalized wealth management solutions tailored to their unique goals. Our team of experienced professionals combines rigorous research with a repeatable, business-like approach to investment management.We emphasize continuous learning, low portfolio turnover, and a culture where clients are treated as stakeholders. With no parent company and active shareholder ownership, we maintain independence while fostering enduring client relationships. Our transparent asset-based fee schedule and commitment to acting in clients' best interests distinguish us in an increasingly automated financial landscape. We invite you to explore how our uncommon approach can help achieve your financial objectives.
Services
Investment Management
Wealth Management
Business Owner Services
Estate Planning
Risk Management
Details
- Year established: 1993
Highlights and features
- We maintain a singular value-oriented investment philosophy focused on absolute returns since 1993
- Our transparent asset-based fee schedule ensures complete pricing clarity
- Active shareholder ownership guarantees independent decision-making aligned with client interests
- Low portfolio turnover strategy minimizes transaction costs and tax implications
- Team of CFPs and industry veterans with decades of combined wealth management experience
Associations and certifications
- SEC
What people say
Personalized service
Transparent fees
Expertise in wealth management
Long-term focus
Professional team
Services
Investment Management
Our investment management service delivers customized portfolio solutions focused on long-term value creation. Utilizing a disciplined value-oriented approach, we prioritize absolute returns through strategic asset allocation and rigorous security selection. With low portfolio turnover, we aim to minimize costs while maintaining tax efficiency for clients seeking capital preservation and growth.
Wealth Management
Comprehensive wealth management solutions address clients' complete financial picture through personalized planning. Our CFP professionals develop tailored strategies covering estate planning, risk management, and intergenerational wealth transfer. We emphasize transparent communication and ongoing portfolio adjustments to align with evolving client needs and market conditions.
Business Owner Services
Specialized services for business owners include succession planning and liquidity strategy development. We help entrepreneurs navigate complex financial decisions through customized investment structures and transition planning. Our team provides guidance on capital allocation and wealth diversification strategies specific to business ownership challenges.
Estate Planning
Our estate planning service focuses on preserving wealth for future generations through strategic asset distribution frameworks. We collaborate with legal professionals to implement tax-efficient transfer mechanisms while maintaining portfolio growth objectives. The service includes ongoing adjustments to reflect changing family dynamics and regulatory environments.
Risk Management
Risk management solutions identify and mitigate financial vulnerabilities through diversified investment strategies. We assess clients' risk tolerance and develop customized protection frameworks incorporating insurance solutions and hedging techniques. The service ensures portfolio resilience against market volatility while maintaining growth potential through disciplined rebalancing.
People
Scott E. Lundy
Chief Executive Officer
With over 20 years of experience at EBS, Scott provides strategic leadership while maintaining active client relationships. His expertise in investment advisory services spans both individual and business clients, focusing on long-term wealth preservation strategies.
Matthew D. DiCicco
President
As President and CFP professional, Matt leads the Wealth Management Group with a commitment to continuous education. He holds legal and financial planning credentials, combining technical expertise with personalized client service for comprehensive wealth solutions.
Dawn E. Kramer
Senior Vice President, Wealth Management
Dawn brings 18 years of investment industry experience to her role, specializing in client relationship development. Her focus on personalized service includes creating tailored investment strategies and cultivating long-term client partnerships through transparent communication and financial expertise.
David K. Ray
Wealth Management & Business Succession Coach
With 40+ years of corporate leadership experience, David specializes in business succession planning. His C-Suite background informs strategic guidance for business owners navigating transition planning and wealth diversification challenges.
Egan C. Rosell
Vice President, Wealth Management
A CFP professional with 10 years at EBS, Egan has progressed through client service roles to leadership positions. His approach combines academic finance training with practical experience in developing customized investment solutions for high-net-worth individuals.
Questions
What investment philosophy does EBS employ?
We use a value-oriented approach focusing on absolute returns through disciplined security selection and low portfolio turnover.
How does EBS structure its fees?
We maintain a transparent asset-based fee schedule with no hidden charges or performance-based adjustments.
What services are available for business owners?
We offer succession planning, liquidity strategies, and customized investment structures tailored to business ownership challenges.
How long has EBS been in operation?
The firm has provided investment advisory services since its founding in 1993 by three industry professionals.
What credentials do EBS advisors hold?
Our team includes CFPs, a JD, CDFA, and professionals with decades of combined experience in wealth management.
How does EBS approach client relationships?
We treat clients as stakeholders with personalized communication and investment strategies aligned to individual goals.