Eshelman Financial
We are a father son DBA with over 42 years of experience, established in alliance with Equitable Advisors.
Eshelman Financial uses a practical approach to offer holistic financial planning services to our clients. We get to know you, understand your specific goals and objectives, then recommend strategies to help you achieve those goals. At Eshelman Financial we maintain long-term relationships to help you stay the course, achieve your goals, and make any necessary changes along the way.
Our services
Whether you run a business, have a family, or just need wealth management guidance for yourself, we can provide financial strategies that can adapt to your changing needs and the evolving life you live.
Financial
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Wealth
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Estate planning
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Charles Eshelman
Financial Advisor, Retirement Planning Specialist
charles.eshelman@equitable.com
Experience I have been a Financial Advisor for over 38 years. I started my career in 1980 with Penn Corp Financial. This allowed me to expand my financial planning services through Equitable in 1984. Education I completed the...
Raylie Eshelman, CFP®
Financial Planner
Experience I have been a Financial Advisor with Equitable Advisors since 2018. I began my career with Equitable Advisors as an Executive Assistant in 2013, while completing my BS in Finance at the University of Texas Dallas....
We are here for you
- To understand your situation – The most important work we do is getting to know who you are.
- To respect your assets – We listen, learn, and build on your existing assets – respecting the choices you’ve already made.
We work alongside you
- To educate you on your options – When you have questions, we’ll be ready with answers and the options to help you achieve your goals and objectives.
- To provide clear recommendations and financial strategies – With insight and clarity, we guide you as you make some of your own life’s most important decisions.
We evolve with you
- To track your progress – We help you understand financial performance and, more specifically, progress toward the goals you’ve communicated to us.
- To stay in touch – With products and services designed for you at every stage of life, we help you secure your well-being, so you can live the life that’s most meaningful to you.