Scott Ebert
Financial Advisor
CFP®
With more than 30 years of experience in the financial services industry, Scott Ebert is a financial advisor in our Colorado office who specializes in retirement planning. Holding the CERTIFIED FINANCIAL PLANNER® designation for over a decade, Scott is committed to helping clients navigate their financial futures with confidence and security. A graduate of Clemson University with a degree in finance, Scott has built a career focused on providing personalized financial advice and solutions that prioritize clients' best interests. As a fiduciary, Scott ensures his recommendations align with clients' goals, values, and needs.
In addition to a long-standing career in financial planning, Scott is also a former board member of the Fort Collins Museum of Discovery, where he contributed to the growth and development of this important community institution. Outside of work, Scott is husband to Stephanie and proud parent of three children and enjoys balancing family life with a passion for helping others achieve financial independence.
I believe the foundation of a successful financial plan begins with understanding my clients—what drives them, where they’ve been, and where they want to go. My process starts with asking thoughtful questions to truly listen to their story and understand how they arrived at this point in their financial journey. I take the time to dig deeper, ensuring that I’m not only hearing the details but also identifying their goals, challenges, and values. This personalized approach allows me to craft a plan that aligns with their unique needs and aspirations.
Above all, I’m passionate about planning. I’m dedicated to helping my clients feel confident and empowered in their financial decisions, guiding them every step of the way toward their financial future.
At the core of my approach is a genuine desire to help my clients feel more confident and at ease with their financial decisions. I take pride in creating an open, supportive environment where my clients can ask questions and explore their options without feeling overwhelmed.
What truly guides my work is the satisfaction of hearing clients say they feel better after our meetings—whether that’s because they have a clearer understanding of their finances or because they simply feel less stressed and more empowered. Knowing that I can make a positive impact on their financial well-being is what drives me every day.
What I love most about being a financial advisor is when clients tell me they feel less stressed after meeting with me.
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