Hi there, I’m Ed Barone,
Wealth Manager, CBEC, CM&AA

Ed Barone joined the Evergreen Wealth Solutions team in 2018, bringing over two decades of experience in holistic wealth management. Since 2000, Ed has served as a dedicated wealth manager, specializing in Business Exit Planning for privately held businesses and Institutional Asset Management since 2012. His commitment to excellence was recognized in 2023 when he received the “Excellence in Exit Planning Award” from the International Exit Planning Association, where he also serves as a valued member of their Leadership Council.

Before joining Evergreen Wealth Solutions, Ed held the position of Vice President, Senior Client Advisor for Wilmington Trust, where he led a team of wealth and fiduciary professionals delivering Business Exit Planning / Holistic Generational Wealth Management for high net-worth families

Ed is an Alumnus of Pennsylvania College of Technology, where he obtained a Culinary Arts Certificate and an Associate Degree in Hospitality Management.  Prior to changing careers in 2000, he worked in Washington DC for the Marriott Corporation and ARAMARK Corporation for 12 years as Executive Chef and Food Beverage Director managing $10+ million plus businesses.

Discover Ed’s Extensive Background

“Selling your business is a PROCESS not a transaction.”

“Having worked with so many business owners, they all have very similar goals: Financial outcome from sale for their retirement and family, how will the new owner treat the employees, and a successful transfer of the business to continue the legacy.”

“Many business owners receive unsolicited offers that seem to be financially good.  Owners do not understand what the net proceeds will be and will the proceeds be enough for their financial goals for retirement, heirs and charitable intentions.  We provide dozens of customized cash flow scenarios for each owner that allows them to see if their goals are accomplished.”

“A business valuation is the value of the business at a specific point in time.  When a business listed for sale, the owner will receive a range of values from buyers.  This range of values is the result of many factors: What type of buyer: ESOP, Private Equity, Internal buyer etc.  What is going on in the economy, your industry, interest rates? There are many other factors as well.”

“As a Certified Business Exit Advisor, we often start the process of preparing and educating business owners on their ideal exit.  We then coordinate an experienced team of Merger & Acquisition advisors to work towards your ideal exit.”

Ed with coworkers
play video icon
Watch video

Ed is a married father of two children, both of whom attended Pennsylvania State University.

His professional and personal philosophy is shaped by the following quote by Bill Bullard, former Dean of Faculty at San Francisco University High School: “Opinion is really the lowest form of human knowledge. It requires no accountability, no understanding. The highest form of knowledge is Empathy, for it requires us to suspend our egos and live in another’s world.”

Learn About Ed’s Guiding Principles

We are in the business of helping our Ideal Clients get their financial house in order and help to keep it that way. This gives them confidence about their future and allows them to spend their time with the people that matter most doing the things that are more important in their life than money.

forest

Seasoned Financial Specialists

Contact UsEvergreen video series

Connect With Us

Contact

Careers