Protect, Preserve,
Prosper.
Estate, Business & Executive strategies designed for high-net-worth individuals and business owners who want to secure their legacy, minimize taxes, and build generational wealth.
We Operate with Unwavering Honesty & Integrity
Led by an Accredited Investment Fiduciary (AIF®) with over four decades of experience, we bring proven wisdom and a unique perspective to every plan. We complement your Wealth Advisor’s plan with strategies that enhance, protect, and fill the gaps others overlook.
Our mission is simple: help you protect your hard-earned wealth, preserve it for your family, and prosper across generations
120+
2016
Covering the Full Spectrum of
Financial Advisory
Estate
Integration
Coordinate with your legal advisors to protect and transfer wealth smoothly
Retirement
Planning
Create tax-efficient retirement income strategies tailored to your lifestyle.
Tax
Mitigation
Reduce tax liabilities through strategic planning and wealth structuring.
Succession and Exit
Planning
Ensure business continuity and protect
ownership transitions
Key Employee
Insurance
Safeguard your business by protecting
against the unexpected loss of top talent
Executive
Benefits
Customized packages to recruit, reward, and retain high-performing leaders
Why Clients Choose
EBE Advisors
Proven Expertise in estate and Business Planning
Discreet, tailored solutions – no cookie-cutter advice
Integrated strategies aligned with tax, legal, & financial goals
Focus on wealth preservation and legacy creation
You’ll Know What
Extensive Financial Report With Stephen White AIF®
Stephen began his career at Connecticut General (now CIGNA) in Hartford, CT, where he developed in-depth expertise in the life insurance industry. He later expanded his practice to Boston, MA, at Commonwealth Financial Network, a leading independent broker-dealer, where he managed wealth for a diverse range of clients. Previously, he also served as the founder and principal of Heritage Advisors Inc., a Registered Investment Advisor (RIA) formerly based in Boston. While that firm is no longer active, the experience deepened Stephen’s ability to collaborate seamlessly with other advisors and bring additional value to client strategies without conflict.
Keep More Of What You Earn.
Ready to protect your wealth and secure your legacy?
Email Stephen today to schedule to learn more about our services and if we
are the right fit for your specific needs:
Client Experiences That Speak for Themselves
“Finovate has been instrumental in our growth. Their team took the time to truly understand our needs and helped us eliminate inefficiencies.”
“Partnering with Finovate was a game-changer for us. They took the time to understand our challenges and helped us streamline our operations for success.”
“I hired Finovate for a small project & was very happy. He not only answered all my questions, but he didn’t treat me like a “small project”.
I was very satisfied & would recommend.”
Hear Directly
From Finovate Experts
Latest News & Resources
Get in Touch
Looking to learn more or connect directly?
Stephen White, AIF®, serves as Senior Advisor in collaboration with Faircare Advisors, to help enhance, protect, and complete your financial picture.
For more information or to start a conversation, email us at steve@ebeadvisors.com or visit Faircare Advisors
