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 is an independent investment adviser serving individuals (including high‑net‑worth clients), trusts, corporations and other business entities, providing portfolio management, recommendations and selection of third‑party money managers, and related financial planning services. As of December 31, 2025 the firm reported about $99.97 million in assets under management across roughly 430 client relationships, with the vast majority of that AUM managed on a non‑discretionary basis. The firm develops client‑specific investment policies through personal discussions and uses quantitative tools, optimization techniques, and third‑party research to recommend allocations among mutual funds, ETFs, individual equities, fixed income and model portfolios. Although it can accept discretionary authority, in practice most accounts are administered non‑discretionarily and the firm often assists clients in selecting outside managers or program sponsors rather than solely implementing in‑house discretionary models. Noteworthy for a team of this size, several advisory personnel maintain affiliations with other financial and insurance entities and some representatives may offer commissionable insurance products through affiliated agencies—relationships the brochure identifies as potential conflicts of interest. The firm also discloses that it does not charge performance‑based fees or participate in wrap‑fee programs and uses multiple custodial and platform providers (including AssetMark and major broker‑dealers) to support manager platforms, reporting and execution.
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.
Name |
Location |
Years of experience |
|---|---|---|
Okemos, MI
| 12
| |
Santa Fe, NM
| 10
| |
Frisco, TX
| 11
| |
Frisco, TX
| 3
| |
Frisco, TX
| 38
| |
Frisco, TX
| —
| |
Plano, TX
| 13
| |
Ronchester Hills, MI
| 10
|
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