Money Management Group

Helping Customers Achieve Their Financial Goals Since 1920.

Just like our branch offices at Ephrata National Bank, our Money Management Group strives to uphold our values of simplicity, stability, personalized service and community. We offer customized programs based on your individual needs, your family’s goals or the needs of your organization. Our Money Management Team works in partnership with you and upholds the highest ethical standards. When you partner with us, you entrust us with your future…and we take that responsibility very seriously.

No matter the size or complexity of the account, we approach our relationships the same way: a member of our qualified Money Management services team meets with you to determine your needs, your goals, and your risk comfort level. You don’t have to do it alone. Our team of Money Management experts are here to develop financial strategies that are customized for you.

We offer a variety of programs from retirement and estate planning, to trust management and financial planning. We’re here to make sure you feel the difference when working with Ephrata National Bank. To learn more or schedule a free, no-obligation financial consultation, contact us at (717) 733-6576 or (877) 773-6605.

As an independent community bank, our Money Management Group is more approachable and flexible than big financial institutions, and able to offer greater personalization.

Man and woman close together planning at a table in their home Financial Planning

Develop a customized financial plan that’s right for you and your family.

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Grandparents laughing with grandchildren Trust and Investment Management

Work with a manager who truly understands how you as an individual want your trust to be managed.

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Happy older couple Estate Planning

With proper estate planning, you can minimize tax burden on your heirs and ensure your long-term plans are carried out.

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Retirement Plan Consulting Retirement Plan Services

Finding the right partner to manage and communicate your employee retirement plan is more important now than ever before.

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Foundation Management Foundation Management

Develop a customized plan for the management and distribution of the assets of your charity or foundation.

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Business men shaking hands Financial Advisors

Our professionals are dedicated to helping customers make informed, educated and quality financial decisions.

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Couple reading at a laptop computer together in the living room Money Management Resources

Understand the basics and beyond of Money Management at Ephrata National Bank.

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To check the background of the Infinex Financial Advisors in ENB’s Money Management Group please click here to go to Broker Check by FINRA.

The Financial Planning Office is located at 809 Martin Ave., Ephrata, PA 17522

*Securities offered through INFINEX INVESTMENTS, INC. Member FINRA/SIPC. ENB Money Management is a trade name of the bank. Infinex and the bank are not affiliated.

**We do not provide tax advice. Consult your tax advisor.

Infinex Investments Inc. privacy policy and important information

Financial Advisors are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with, residents of other states will only be made upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.

NOT A DEPOSIT · NOT FDIC INSURED · NO BANK GUARANTEE · NOT FEDERAL GOVERNMENT AGENCY INSURED · MAY LOSE VALUE