Sebold Capital Management, Inc.

Description

Sebold Capital Management is an independent fee-only wealth management firm that provides personal financial planning and investment management to high-net-worth individuals, families and their related entities, trusts, estates, and family businesses. We specialize in advising business owners in the manufacturing, tech and software sectors, and owners of medical or dental practices prior to the sale of their businesses, carefully planning for liquidity events. Sebold Capital Management works with clients to define financial objectives and develop strategies for reaching those objectives including: business exit or succession planning, cash flow and budget management, tax planning, risk exposure review, investment management, education funding, retirement planning, estate planning, charitable goals, special needs planning, family wealth education, fringe benefits, and other issues specific to the client.

Sebold Capital Management is an independent fee-only wealth management firm that provides financial planning, investment management, and exit/succession planning to high-net-worth business owners — including dental and medical practice owners — but does not acquire, invest in, or transact on practices itself.

Sebold Capital Management is a fee-only wealth management and financial planning firm advising high-net-worth individuals and dental/medical practice owners on liquidity events and exit planning — it is a wealth manager, not a buyer, investor, or M&A advisor executing transactions.

enriched 2026-05-05

Financials