A complete list of active advisors currently associated with EADS & Heald Wealth Management

Warmer can help you find a great advisor at EADS & Heald Wealth Management or one who fits your needs even better.

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.

To learn more about the advisors currently working at EADS & Heald Wealth Management, 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.