East Bay Financial Services is committed to providing sound, evidence-based investment solutions for advisors and financial planners nationwide.

Our services read like a job description for a CIO (Chief Investment Officer), but are customized for each relationship, which is why we prefer the title "Collaborative Investment Officer."

We provide investment solutions for advisory firms across the US (and one in Singapore!) from our offices in Charleston, SC and Charlotte, NC. We focus on the investment-related aspects of your business and help fulfill your fiduciary duty...so you can focus on your clients and growing your business.