A complete list of active advisors currently associated with Eagle Financial Advisors, LLC
Warmer can help you find a great advisor at Eagle Financial Advisors, LLC or one who fits your needs even better.
Eagle Financial Advisors, LLC provides investment advisory services to individuals, high‑net‑worth individuals, trusts, corporations, and other business entities, offering portfolio management and the selection or solicitation of third‑party managers. The firm reports roughly $113 million in assets under management across about 329 clients and indicates those assets are managed primarily on a non‑discretionary basis. The firm builds client‑specific investment policies and uses quantitative techniques (including optimization and computer‑based risk/return analysis), third‑party research and model portfolios to construct and monitor allocations, and it may recommend independent third‑party managers and platform services. While client agreements permit discretionary authority, the brochure emphasizes client direction of trading, at‑least‑annual reviews, and the use of custodial and technology relationships (for example, Schwab, Fidelity, AssetMark/InvestMark) to support trade execution and reporting. Noteworthy distinctions include the predominance of non‑discretionary assets—an uncommon profile among comparable team firms—and disclosed affiliations with other advisory and insurance entities (including Eagle Financial Group, Silver Tree Financial, and Miller Financial Services), which the brochure identifies as a source of commission‑based insurance activities and potential conflicts of interest. The brochure also notes that financial planning, when provided, is delivered as a completed engagement without routine post‑plan follow‑up, the firm does not participate in wrap fee or soft‑dollar arrangements, and it does not vote clients’ proxies.
To learn more about the advisors currently working at Eagle Financial Advisors, 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.
You can also browse Eagle Financial Advisors, LLC's office locations.
Name |
Location |
Years of experience |
|---|---|---|
Okemos, MI
| 12
| |
Santa Fe, NM
| 11
| |
Frisco, TX
| 11
| |
Frisco, TX
| 4
| |
Frisco, TX
| 39
| |
Frisco, TX
| 0
| |
Frisco, TX
| 14
| |
Ronchester Hills, MI
| 10
|
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”)