Broker Check
Helping our Clients Live a Life to the Fullest & Enjoy their Wealth

Helping our Clients Live a Life to the Fullest & Enjoy their Wealth

We empower you with clear financial strategies, long-term planning, and a team-based approach to build confidence in your wealth today and tomorrow.

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... no copy here ...

We empower you with clear financial strategies, long-term planning, and a team-based approach to build confidence in your wealth today and tomorrow.

... no copy here ...
... no copy here ...

... no copy here ...

... no copy here ...

... no copy here ...
Live for Today & Confidently Plan Your Tomorrow

Live for Today & Confidently Plan Your Tomorrow

EB Capital Management is an independent financial services firm that empowers successful individuals, families, and business owners to invest and preserve your financial assets. Josh Evenson and Matt Bellin are focused on you and prioritize your goals to help you visualize your full financial picture and organize your assets, instilling a sense of confidence, now and in the future.

Who We Are
Let 100+ Years of Knowledge Drive Your Financial Strategy

Let 100+ Years of Knowledge Drive Your Financial Strategy

EB Capital Management is a practice within North Star, a national independent company established in 1908. The North Star network provides personalized guidance to over 140,000 individuals and families across all 50 states. This unique structure enables us to connect you with specialists in life insurance, investments, and business solutions, ensuring a holistic approach to your financial journey. Driven by strong values and a client-first mission, our diverse team of professionals delivers advice with integrity, keeping your goals at the center of every recommendation. With EB Capital Management, you gain access to a century of expertise and the freedom to choose the best strategies for your financial goals.

Services Designed to Optimize Your Assets

We provide personalized financial planning and asset management services, helping you understand and organize your financial assets to achieve long-term goals with confidence.

Browse our Services

Young Professionals

Our team helps you build a strong financial foundation and confidently plan for both short-term milestones and long-term wealth goals.

Individuals & Families

We guide you through simplifying your complex financial decisions and give you strategies to grow and protect your wealth while achieving your goals.

Pre-Retirees & Retirees

We help you see your big financial picture and guide you with customized strategies for managing your assets so you can confidently live the retirement lifestyle you want.

Business Owners

We help you integrate personal and business finances seamlessly with strategic planning to support growth, succession, and long-term success.

Transform Your Financial Complexities into Confident Plans

Contact us today to see how our we can guide you through understanding your assets, organizing your finances, and planning for the wealth and retirement you deserve.

Connect With Us Today

Have questions? We are here to help!

Enhance your financial literacy and empower yourself to make informed decisions with our thoughtfully designed resources.

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