Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters 1

Find a financial advisor

Based on your filters

user avatar
firm logo

Brett S

Series 63

Easton, MD

Eagle Strategies (NY Life)

Brett Sause is a financial advisor with Eagle Strategies (New York Life) based in Easton, MD, holding a Series 63 designation and over 20 years of industry experience. He has worked with Atlantic Financial Group, NYLIFE Securities, and New York Life Insurance Company. Outside of financial advising, he operates maritime-related businesses including professional captain services, charter cruises, and produces "Marine Minute," a video and podcast series for the maritime community. Eagle Strategies serves a broad client base of individual and institutional investors, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored solutions across multiple program types and maintains a predominately non-discretionary asset management approach.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General retirement planning Retirement income strategy Founder/Business Owner Executive
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")