A complete list of active advisors currently associated with Eagle Eye Advisory LLC

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

Eagle Eye Advisory LLC is a fee-only independent registered investment adviser that provides financial planning and portfolio management to individuals, families, trusts, small businesses, retirement plans and nonprofit/foundation clients, with an emphasis on clients with liquid net assets. The firm offers tailored implementation using mutual funds, ETFs, equities and fixed-income securities and manages accounts on both discretionary and non‑discretionary bases. The firm’s approach is goal- and asset-allocation driven: it gathers detailed client data using financial planning software, evaluates risk tolerance and time horizon, and constructs diversified portfolios intended to align with client objectives. Ongoing oversight includes regular portfolio supervision, with general account reviews twice monthly and more detailed reporting at least quarterly; advisory fees are charged as a percentage of assets under management on a fee-only basis. Noteworthy for a firm of its size, Eagle Eye has formalized a business continuity and succession plan with a third-party advisory firm to provide continuity of portfolio management and client service in the event of the adviser’s death, disability, or incapacity. The firm also operates without commission or referral compensation, does not aggregate client trades for transactional savings, and maintains a detailed code of ethics and personal trading policy.

To learn more about the advisors currently working at Eagle Eye Advisory 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.

Name	Location	Years of experience
Steve Schaefer	Westerville, OH	19

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.

Find your advisor

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

Find the right match for you

Answer a few quick questions and we'll tailor results to your goals, so you can hire smarter.

Find your advisor

A smarter way to hire an advisor Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may — or may not — fit, and move forward with confidence. Show more

Compare and choose confidently

Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may — or may not — fit, and move forward with confidence.

How Warmer works

Thoughtfully vetted, clearly explained Get to know your advisors' credentials, history, specialization, client fit, and communication style. We're selective about who we recommend — and tell you why we think someone fits your situation. Show more

We review transparently

Get to know your advisors' credentials, history, specialization, client fit, and communication style. We're selective about who we recommend — and tell you why we think someone fits your situation.

Our methodology

Always free and always on your side We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction — we're here to make sure the relationship works for you. Show more

Free. Confidence that lasts

We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction — we're here to make sure the relationship works for you.

Our ongoing support