A complete list of active advisors currently associated with Double Eagle Partners, LLC

Warmer can help you find a great advisor at Double Eagle Partners, LLC or one who fits your needs even better.

Double Eagle Partners provides customized investment management and related financial-planning services to individuals, high-net-worth clients, trusts, estates, small businesses, charitable organizations, and pension/profit-sharing plans. The firm assists clients with goal setting and a range of planning topics — including cash flow, tax considerations, insurance review, education funding, retirement, and estate planning — as part of its advisory engagement. Investment decisions are implemented predominantly on a discretionary, asset-allocation basis informed by the firm’s economic analysis of interest rates, money supply and commodity prices. Double Eagle Partners uses a documented process (investment policy statements, allocation modeling, investment selection, monitoring) and may invest across traditional and alternative instruments such as mutual funds, ETFs, equities, fixed income, treasuries, options, private funds and REITs. Compared with many solo independent advisers, Double Eagle Partners notably accepts small business/corporate clients and periodically offers educational workshops to clients and their guests, services that are less common among peers. The firm also runs a targeted early-career physician program intended to ease access for young doctors until their accounts grow, and it operates as a practitioner-led adviser managing roughly $32.8 million for 43 clients.

To learn more about the advisors currently working at Double Eagle Partners, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.