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 serves individuals (including high‑net‑worth clients), retirement plans, nonprofit organizations, corporations, and other business entities by providing discretionary asset management, financial planning and consulting, retirement plan advisory (including 3(21)/3(38) services), and access to a range of investment vehicles. Its investment menu includes direct equities and fixed income, mutual funds and ETFs (including digital asset ETFs), variable annuities, REITs, alternative investments, and separately managed account (SMA) strategies through third‑party managers. The firm manages client accounts on an ongoing, discretionary basis and employs fundamental analysis and modern portfolio theory to build diversified, long‑term portfolios, while retaining the ability to allocate portions of portfolios to independent managers on the Charles Schwab Marketplace whose day‑to‑day trading authority is delegated. Double Eagle also emphasizes coordinated planning processes with periodic reviews and integrates tax planning and preparation support through an unaffiliated third‑party provider to align tax considerations with investment decisions. Compared with many peers, Double Eagle discloses that certain associates are licensed insurance agents and that insurance product recommendations can generate commissions, a conflict the firm requires to be disclosed when such recommendations are made. The firm also integrates outsourced tax services into its advisory offering and, despite being recently established in 2024, reports managing roughly $93 million for a limited client base, indicating a concentrated, higher‑touch service model.

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.