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Anthony Brent Church II

Advisor at Eagle Strategies (NY Life) — Christiansburg, VA

Updated today

Credentials

Series 63, Series 65

Experience

3 years

Location

Christiansburg, VA 24073

Eagle Strategies (NY Life) logo

Eagle Strategies (NY Life)

Enterprise

Total advisors

2,524

Across 963 offices

Clients per advisor

53 Typical

Avg AUM per client

$235,446 Low

HNW client ratio

20% Typical

About

Anthony Church II is a financial advisor with Eagle Strategies (NY Life) in Christiansburg, VA, holding Series 63 and Series 65 designations and three years of industry experience. He has worked at Eagle Strategies, Ascend Financial Strategies, NYLIFE Securities LLC, and New York Life Insurance Company. Outside of his advisory role, he serves as a board member of the New River Valley Business Exchange, a business referral group that donates all membership dues to charity, and owns Ascend Health and Performance, a health consulting and personal training business. Eagle Strategies serves a diverse client base including individual investors, retirement plans, and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and operates primarily on a non-discretionary asset management basis within an integrated New York Life affiliate structure.

Client services

Based on Eagle Strategies (NY Life)

Financial planning Portfolio management Pension consulting Selection of other advisers Newsletters or periodicals Educational seminars or workshops

Expertise

Based on Eagle Strategies (NY Life)

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General retirement planning Retirement income strategy

Occupation focus

Based on Eagle Strategies (NY Life)

Founder/Business Owner Executive

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Fee options

Fixed

One-time seminar fees generally range from $35 to $200 per attendee

Percentage

$0+: 0% to 1.25% (for Co-Advisory Program, fees to Eagle are negotiable and range from 0% to 1.25%) 0+: Up to 0.80% of plan assets or up to $100,000 flat amount (for Eagle Retirement Plan Consulting Program; fees are negotiable and may be tiered) 0+: 0.05% to 0.80% of plan assets or up to $100,000 flat amount (for ERISA Investment Manager Program; fees are negotiable and may be tiered) $0+: 0% to 1% of Accumulation Value (for New York Life Premier Advisory Variable Annuity; advisory fee payable to Eagle)

Project-based

Fee-based hourly advice ranges from $100 to $400 per hour

Subscriptions

Ongoing Subscription Agreement for financial plans with fees agreed for five years, payable annually, monthly or quarterly

Other

Account minimum: $25,000 (for New York Life Premier Advisory Variable Annuity) with no minimums clearly stated for other programs; some third-party managers and co-advisers may have minimums, which can be waived or charged additional fees if below minimums Minimum fee: Financial planning fees generally range from $500 to $45,000 per plan Fee-only: Financial planning fees ranging from $500 to $45,000 and fee-based hourly advice generally $100 to $400 per hour

Location

See office

Christiansburg, VA

225 Central Avenue, Suite 2

Christiansburg VA 24073

Advisors at this office

2

Most active in

Virginia

Work history

3 years of industry experience

Eagle Strategies (NY Life)

2025 - Present • 1 year

Christiansburg, VA

Ascend Financial Strategies, LLC

2025 - Present • 1 year

Christiansburg, VA

NYLIFE Securities LLC

2022 - Present • 4 years

Roanoke, VA

New York Life Insurance Company

2022 - Present • 4 years

Roanoke, VA

Blue Mountain Organics Distribution, LLC

2021 - 2022 • 1 year

Floyd, VA

Anytime Fitness

2018 - 2021 • 3 years

Blacksburg, VA

Anytime Fitness

2017 - 2018 • 1 year

Charleston, WV

Marshall University

2015 - 2017 • 2 years

Huntington, WV

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Zachary S

Series 63, Series 65

Blacksburg, VA

Slagel Investment Management

Zachary Slagel is the sole advisor at Slagel Investment Management in Blacksburg, VA, with 23 years of industry experience and registrations including Series 63 and Series 65. He has operated his firm since 1992. Outside of his advisory role, he owns and manages an accounting and tax preparation business as well as a travel agency. Slagel Investment Management serves individuals, families, small businesses, and trusts with fee-only portfolio planning and management. The firm employs a core-and-satellite investment approach that combines low-cost passive index funds with active selections, offering both fund-based and actively managed portfolios on a mostly discretionary basis.

Tax-loss harvesting ESG / Sustainable investing Passive / index investing Active portfolio management
user avatar

Ashley C

CFP®, Series 66

Radford, VA

Cultivate Financial Planning

Ashley Coake is a CERTIFIED FINANCIAL PLANNER™ professional with 13 years of experience in the financial services industry. She is the sole advisor at Cultivate Financial Planning, an independent firm she has led since 2018. Her prior experience includes roles at OLIO Financial Planning, Wealthcare Capital Management, and Stifel. Cultivate Financial Planning serves individual clients including high-net-worth households and employer plan sponsors, providing comprehensive financial planning, investment management, employee benefit plan consulting, and tax preparation services. The firm emphasizes client-specific investment policies utilizing both passive and active strategies and offers flexible fee arrangements beyond traditional assets-under-management models.

Cash flow / budgeting College savings (529s, UTMA, etc.) Business ownership considerations Founder/Business Owner
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Jamie Lynn B

CFP®

Blacksburg, VA

Peace Within Financial

Jamie Lynn Byram is a CFP® professional with one year of experience in financial advising. She is the principal of Peace Within Financial, a firm she has led since 2024, following prior roles at EVOadvisers and Locker Financial Services. Byram also provides personal financial consulting and education through Peace Within Financial Counseling, LLC, where she writes and speaks about personal finance topics. Peace Within Financial is a fee-only advisory firm serving individuals, high-net-worth clients, and families with comprehensive financial planning and non-discretionary investment management. The firm emphasizes functional asset allocation, long-term buy-and-hold strategies, and educational seminars delivered in a classroom setting.

General retirement planning Social Security optimization Medicare planning Debt management Cash flow / budgeting
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Michael J

CFP®, Series 66

Radford, VA

Ataraxia Advisory Services, LLC

Michael Jones is a CFP® professional with 21 years of experience in financial advising. He is the principal of Ataraxia Advisory Services, LLC, where he has worked since 2015, following a decade at VSR Financial Services, Inc. Jones is also a licensed insurance agent and occasionally offers insurance products to clients. Ataraxia Advisory Services provides portfolio management and financial planning for individual and high-net-worth clients. The firm manages discretionary accounts using a range of investment strategies and serves charitable organizations, corporate clients, and pension or profit-sharing plans.

Options & derivatives strategies Active portfolio management Real estate investing
user avatar

Jesse B

Series 63, Series 65

Blacksburg, VA

Main Advisory, Inc.

Jesse Buchanan is a financial advisor at Main Advisory, Inc. with 10 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. He is also a licensed insurance professional, dedicating less than 20% of his business time to insurance activities. Main Advisory, Inc. provides investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers discretionary portfolio management and tailored financial planning using a combination of internal management and allocations to unaffiliated independent managers, with a primarily long-term investment approach and continuous portfolio monitoring.

Active portfolio management Retirement plans for business owners (SEP, solo 401k) Cash flow / budgeting
user avatar

Linwood F

Series 65

Christiansburg, VA

Martin Wealth Solutions

Linwood Fraher is a financial advisor at Martin Wealth Solutions with one year of industry experience. He holds a Series 65 designation and previously worked at Amerilife of VA LLC. Martin Wealth Solutions provides discretionary investment management, financial planning, and retirement plan consulting to individuals, high-net-worth clients, charities, and businesses. The firm employs a primarily passive, asset-allocation approach combined with fundamental analysis and utilizes third-party model solutions and outside managers to support portfolio construction and ongoing supervision.

College savings (529s, UTMA, etc.) General estate planning guidance
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