45 North Broad St, Suite 502 Ridgewood, NJ 07450
40 Main Street, Suite 204 Chatham, NJ 07928

About EBNY

By having a Certified Financial Planner™ (CFP®) & Group Benefits Associate (GBA), we bring the convenience of addressing all financial and insurance needs under one roof.

About Us

Strategic Planning for a Stronger Financial Future

At EBNY Financial, we do not just plan—we strategize. Your wealth is more than numbers on a page; It is your legacy, your security, and your future.

We provide elite financial planning, wealth management, and insurance solutions tailored to safeguard your assets, minimize tax burdens, and ensure lasting prosperity.

Wealth is not just about accumulation. It’s about preservation, protection, and purpose. Let EBNY Financial guide you toward a stronger financial future.

Strategic Wealth Management

Smart investments, tax-efficient strategies, and proactive planning—our approach helps ensure that your wealth works for you today and for generations to come.

Retirement Planning for a Secure Future

A well-structured retirement plan is the key to financial independence. We craft personalized strategies to help ensure that you can enjoy your retirement without financial uncertainty.

Comprehensive Insurance Benefits

We help protect what matters most—your family, business, and future. Our insurance solutions can provide stability, security, and peace of mind in an unpredictable world.

Executive Leadership

Leadership You Can Trust

Kevin Kautzmann,
CFP®

Kevin Kautzmann, CFP®, is an independent Certified Financial Planner™. He is the Principal and Founder of EBNY Financial, LLC.

Since founding EBNY in 1998, Kevin has provided his clients with objective, exemplary service.

Kyle Kautzmann,
GBA

Kyle Kautzmann, GBA, is the President and Founder of EBNY Insurance Services, Inc. As a certified Group Benefits Associate, Kyle has formal training on brokering and managing employee benefits and is always up to date on the constant changes in the employee benefits field.
Meet Our Team

Guiding Your Financial Journey, Every Step of the Way

Wyatt Milbrodt

Financial Planning Assistant

Derrick Ossi

Financial Advisor

Colin Williams

Financial Planning Assistant

Hannah Yoo

Insurance Specialist

Diversity, Equity & Inclusion at EBNY

In the 25 years since our inception, EBNY has had individuals of every creed, race, and orientation walk through our doors, whether they have been clients or colleagues. We have been represented by individuals from every continent except Australia and Antarctica.

This diverse array of people has kept us grounded and objective as a business and has given EBNY the energy and creativity to reach the level it has achieved today.

We will continue to evolve with the ever-changing social landscape and continue to be the inclusive company we have always been.

Testimonials

Wealth Management That Works—Just Ask Our Clients

John Smith

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January 22, 2023  Post category

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January 22, 2023  Post category

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January 22, 2023  Post category

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