Efficiently Managing Your Financial Life
Business Managers

We are business managers

As your personal bookkeeping and financial quarterbacks, we organize, monitor and manage your entire financial well-being including all of your personal, charitable, and business interests. We pay for ourselves by making sure you are capitalizing on all of the financial efficiencies available to you.

The business management industry was developed in the high profile world of Hollywood decades ago. Every major industry executive, actor, producer and musician has a business manager in addition to their investment advisor and agent that oversees their personal and business financial interests.

After many years spent within this exclusive world of Hollywood, the principals of eobm decided to lower the cost and make these valuable services available to others.





My eobm Profile(s)

Our most valuable asset is our integrity. Without trust, regardless of how intelligent an advisor is, you will never have total comfort. At eobm, our number one priority is to help bring you total peace-of-mind. When you can sleep better at night knowing that you have someone you can trust on your team, we consider our efforts a success.
We are independent from your investment advisors and other financial professionals in your life; therefore, we are not influenced by any outside incentives when advising our clients. At eobm, you can rest assured that the monthly reporting and consulting advice you get from us is solely an evidence-based assessment of your true financial picture and what is financially best for you and your family.
We have experts in the fields of business consulting, income tax planning and preparation, investment monitoring, employee management, bookkeeping, charitable giving and estate planning. At eobm, we bring a comprehensive group of efficiency strategists to you to create a simple, organized financial framework that empowers you to make informed decisions about your money.
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