Member Login

SCOTT EBERT

United Financial Advisors

As a Certified Exit Planning Advisor (CEPA®), Scott Ebert is equipped with the training, skills, and tools needed to strengthen relationships with business owners and serve as their most trusted advisor.

Through the knowledge learned in the credentialing program, CEPAs® holistically plan for an owner’s life outside of their business while successfully building significant value in their organization prior to their exit. Not only will a CEPA® help you effectively transition your business, but will also advise you on personal and personal financial matters.

{custom_meta_description=Scott Ebert - CEPA - United Financial Advisors - Menomonie, Wisconsin, city=Menomonie, display_country=United States, hs_object_source_label=IMPORT, url_slug=scott-ebert, lname=Ebert, designations=[CEPA], hs_object_source_id=34603897, cepa_attendance_sheet_url=https://exit-planning-institute.org/hubfs/Certificates%20of%20Attendance/CEPA%20APRIL%202023/EBERT-SCOTT-CERTIFICATE%20OF%20ATTENDANCE-CFP-NASBA-CEPAOnline-April-2023.pdf, hs_created_by_user_id=48998728, hs_createdate=1683029676137, cohortium_profile_title=Scott Ebert | Financial Advisor at United Financial Advisors | CEPA Connect Member, state=Wisconsin, hs_was_imported=true, id=6177423406, designations__text_=CEPA, advisor_type=Financial Advisor, custom_page_title=Exit Planning Institute - Find a CEPA | Scott Ebert, email=scott@uf-advisors.com, cohortium_meta_description=Connect with Scott Ebert, a specialized Financial Advisor working with United Financial Advisors based in Wisconsin. Credentials include: CEPA., associated_contact_record_id=20130101, website=www.uf-advisors.com, cepa_certificate_url=https://exit-planning-institute.org/hubfs/CEPA%20Certificates/CEPA%20APRIL%202023/5016_Ebert_CEPA-Certificate-2023-April.pdf, url_slug_2=scott-ebert, impersonate_user_url=https://exit-planning-institute.org/member-detail/scott-ebert?impersonation=true, full_name=Scott Ebert, hs_lastmodifieddate=1764932342796, phone=+1 (715) 231-5113, company_name=United Financial Advisors, name=Scott, hs_object_id=6177423406, associated_resources=0, hs_object_source=IMPORT, postal_code=54751, hs_object_source_user_id=48998728, status=Published, hs_updated_by_user_id=26688115}
  • Advisor Type: Financial Advisor
  • Website:
    https://www.uf-advisors.com
  • Phone: +1 (715) 231-5113
  • City: Menomonie
  • State: Wisconsin
  • Postal Code: 54751
  • Country: United States
  • Designations: CEPA
  • Markets Served:
  • Company Name: United Financial Advisors