EADS & Heald Wealth Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Eads & Heald Wealth Management provides comprehensive financial planning and discretionary investment management for individuals, families, corporations, retirement plans, trusts, endowments and foundations. The firm manages separately managed equity and balanced portfolios and also offers standalone financial planning engagements.
The investment approach is a top‑down, fundamental process that emphasizes high‑quality, broadly diversified equity holdings with a tendency to remain fully invested and relatively infrequent trading; the firm also offers a high‑dividend‑yield (HDY) equity strategy that may be more sector‑concentrated. Portfolios may include individual stocks, bonds, mutual funds and ETFs, are managed on a discretionary basis, and the firm can provide model portfolios to third‑party platforms.
Noteworthy aspects relative to peers include the firm’s role as a portfolio manager for accounts in third‑party wrap fee programs and its capacity to act as a model provider for platform providers such as Envestnet. The adviser’s investment staff includes multiple CFA charterholders and a CFP professional, the firm has operated since 1987, and it maintains formal proxy‑voting, personal‑trading and code‑of‑ethics procedures.
Client services
Expertise
Occupation focus
Demographic focus
Fee options
Fixed fee for Standalone Financial Planning, generally $2,000 - $10,000.
$0 - $200,000: 1.50% $200,001 - $400,000: 1.00% $400,001 - $1,000,000: 0.75% $1,000,001 - $5,000,000: 0.50% $5,000,001+: 0.50%
Account minimum: $250,000 Minimum fee: Minimum quarterly fee of $2,500 for combined Financial Planning and Investment Management services; may be waived or negotiated. Fee-only: Fixed fees for Standalone Financial Planning ranging generally from $2,000 to $10,000.
Main office
2100 Riveredge Parkway, Suite 760
Atlanta GA 30328
Advisors at this office
3
Most active in
Alabama · Florida · Georgia · New York · North Carolina · Texas · Virginia
Also doing business as
Eads & Heald Investment Counsel · Eads & Heald Wealth Management · R. Stewart Eads Investment Counsel, Inc.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Thomas H
CFA®, Series 65
Atlanta, GA
EADS & Heald Wealth Management
Thomas Heald is a CFA charterholder with 33 years of industry experience and has been with Eads & Heald Investment Counsel since 1987. He is based in Atlanta, GA, and holds a Series 65 license. Eads & Heald Wealth Management is a four-advisor team that provides discretionary investment management and comprehensive financial planning to individuals, families, retirement plans, and other entities. The firm employs a top-down fundamental investment approach, managing broadly diversified portfolios with an emphasis on low turnover and full investment, and is also involved as a portfolio manager in third-party wrap fee programs and model provider platforms.
Scott S
CFP®, CFA®
Atlanta, GA
EADS & Heald Wealth Management
Scott Stewart is a CFP® and CFA® with 24 years of industry experience. He has been with Eads & Heald Investment Counsel since 1998. Eads & Heald Wealth Management offers comprehensive financial planning and discretionary investment management for individuals, families, corporations, retirement plans, trusts, endowments, and foundations. The firm employs a top-down, fundamental investment approach focusing on high-quality, diversified equity holdings, and manages portfolios on a discretionary basis.
Matthew E
CFA®
Atlanta, GA
EADS & Heald Wealth Management
Matthew Eads is a CFA charterholder with 21 years of industry experience. He has been with Eads & Heald Investment Counsel since 1993. Eads & Heald Wealth Management is a four-advisor team based in Atlanta that provides discretionary investment management and comprehensive financial planning to individuals, families, retirement plans, and other entities. The firm employs a top-down fundamental investment approach, managing broadly diversified equity or balanced portfolios with an emphasis on low turnover and full investment.
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.
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 introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)