A complete list of active advisors currently associated with Double Eagle Wealth Management LLC

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

Double Eagle Wealth Management, LLC provides discretionary asset management, comprehensive financial planning, and retirement plan consulting to individuals, high‑net‑worth clients, nonprofit organizations, and corporate or business entities. The firm also coordinates tax preparation services through an integration with an unaffiliated accounting firm and can implement client portfolios using separately managed accounts, pooled vehicles, ETFs (including digital asset ETFs), REITs, and alternative investments. The firm generally manages accounts on a discretionary basis and may select third‑party managers or strategies via separately managed accounts and a turnkey asset manager platform (TAMP) to implement its models and provide operational support. It offers retirement plan advisory services to plan sponsors and can act as a 3(21) and/or 3(38) fiduciary, and it provides ongoing financial planning reviews and adjustments as client circumstances change. Compared with many solo independent advisors, Double Eagle’s mix of corporate clients and pension consulting services is relatively uncommon and distinguishes its client base and service offering. The firm discloses affiliated insurance agents and economic relationships (including its use of GeoWealth’s platform and connections to BlackRock products, and the integrated tax service), noting these arrangements as potential conflicts of interest when recommending related products or services.

To learn more about the advisors currently working at Double Eagle Wealth Management 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.