The Ebner Group of Truist Investment Services, Inc. The Ebner Group of Truist Investment Services, Inc.

The Ebner Group of Truist Investment Services, Inc.

948 Laskin Rd

Suite 300,

Virginia Beach, VA 23451-3905

Who we are

The Ebner Group of Truist Investment Services, Inc. provides dedicated financial planning and investment management services to affluent individuals and families. 

The team manages their clients' complex wealth management needs and works to address the relevant issues in today’s rapidly changing economy. With a long-term approach to managing investments as well as risk, the group supports families in helping to protect their wealth across generations.

Building relationships and assisting with managing our clients' goals requires thoughtfulness and focus. Supported by the resources of Truist Bank, our team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service.
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Specialties

  • Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, executive compensation, retirement distributions

  • Innovative, customized risk management strategies and solutions in partnership with McGriff and Truist Life Insurance Services, designed to protect every facet of your assets and income.

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

  • Exclusive educational events, whitepapers, articles, podcasts, legacy planning, next-generation education

  • Top-notch service delivery and support for the private banking and/or wealth needs of business owners.

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

Our Mission:
At the Ebner Group of Truist Investment Services, Inc., we believe every client is entitled to the highest level of personalized service and care. Supported by the resources of Truist Bank, we place clients at the center of the wealth management process as we work together to design goals-based financial strategies to help each client address the goals that matter most.

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