Business Details
33 Years
experience
Your Trusted Partner for Financial Advisory Services
Founded in 1993, Eubel Brady & Suttman has built a legacy of trust, integrity, and client-centric service. Our team of seasoned professionals prioritizes long-term investment results and personalized wealth management strategies tailored to individual client needs. We operate with a singular value-oriented investment philosophy focused on absolute returns, emphasizing transparency, low portfolio turnover, and a business-like approach to investing. Our clients are treated as partners, with open communication and shared goals forming the foundation of our relationships. Over three decades, we have cultivated a culture of continuous learning, collaboration, and accountability, ensuring our clients benefit from repeatable processes and a commitment to excellence.Headquartered in Miamisburg, Ohio, we serve clients nationwide, offering solutions for investment management, estate planning, risk management, and business succession. Our fee structure is transparent and asset-based, aligning our success with our clients' financial well-being. We invest alongside our clients, fostering trust through shared interests and a dedication to earning long-term loyalty. In an increasingly automated financial landscape, our human-centered approach remains a distinct advantage. Our mission is to provide peace of mind through disciplined investing and comprehensive wealth management, empowering clients to achieve their financial aspirations.
Services
Investment Management
Wealth Management
Estate Planning
Risk Management
Business Succession Coaching
Portfolio Analysis
Financial Education
Client Account Administration
Details
- Year established: 1993
Highlights and features
- We offer personalized wealth management tailored to individual client goals.
- Our transparent asset-based fee schedule aligns with client success.
- We maintain a culture of continuous learning and accountability.
- Our investment philosophy prioritizes absolute returns over relative benchmarks.
- We invest alongside our clients, fostering shared interests and trust.
Associations and certifications
- SEC
Services
Investment Management
Our investment management services focus on constructing diversified portfolios aligned with client goals. We employ a value-oriented approach emphasizing long-term growth and risk mitigation. Clients benefit from continuous monitoring and adjustments based on evolving market conditions and personal circumstances.
Wealth Planning
Comprehensive wealth planning addresses estate strategies, tax efficiency, and intergenerational transfers. We create customized roadmaps for clients to achieve financial milestones while adapting to life changes. Our approach integrates investment management with holistic financial strategies.
Business Succession Coaching
Specialized coaching helps business owners navigate succession challenges. We develop strategies for leadership transitions, ownership transfers, and continuity planning. Our team provides insights on valuation, tax implications, and legacy preservation for sustainable business transitions.
People
Scott E. Lundy
Chief Executive Officer
With over two decades of experience, Scott leads EBS's strategic direction while providing personalized investment guidance to clients. He joined the firm in 2003 after working at a major investment firm, bringing extensive expertise in wealth management and client relations.
Matthew D. DiCicco
President
As President and principal, Matt oversees the Wealth Management Group and contributes to executive leadership. A Certified Financial Planner, he focuses on continuous education and developing comprehensive strategies for high-net-worth clients.
David K. Ray
Wealth Management & Business Succession Coach
David leverages 40+ years of corporate management experience to advise business owners on succession planning. His C-Suite background informs practical solutions for leadership transitions and operational continuity in family-owned businesses.
Dawn E. Kramer
Senior Vice President, Wealth Management
A Certified Financial Planner since 2006, Dawn specializes in client relationship development and personalized wealth strategies. She combines industry experience with a focus on creating tailored solutions for individual investors.
Egan C. Rosell
Vice President, Wealth Management
Egan serves clients with customized investment solutions, drawing on his academic background in finance and practical experience since joining EBS in 2014. He holds the Certified Financial Planner designation.
Questions
What investment philosophy does EBS follow?
EBS adheres to a value-oriented philosophy focused on absolute returns, emphasizing long-term investments and low portfolio turnover.
What services does Eubel Brady & Suttman offer?
We provide investment management, wealth planning, estate strategies, risk management, and business succession coaching for individuals and business owners.
How does EBS approach client relationships?
We treat clients as partners, maintaining transparency, open communication, and shared investment interests to build lasting trust.
Where is EBS headquartered?
Our main office is located at 10100 Innovation Drive #410, Miamisburg, Ohio 45342.
How is EBS compensated for its services?
We use a transparent asset-based fee schedule aligned with client portfolio performance and long-term success.
