Eagle Financial Strategies
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Eagle Financial Strategies provides investment advisory services to individuals (including high-net-worth clients), corporations, charitable organizations and retirement plans, delivering portfolio management, financial planning and pension consulting. The firm manages client portfolios on an individualized, discretionary basis and also serves as a sponsor of a wrap-fee program.
The firm develops asset-allocation targets and implements strategies using a mix of mutual funds, exchange-traded funds and individually managed securities, employing both fundamental and technical analysis and offering model/risk portfolios where appropriate. Reviews of client accounts are performed on an ongoing basis with at least annual updates, and the firm generally requires clients to use the broker-dealer and custodian it selects rather than designating their own.
Noteworthy distinctions include acting as a wrap-fee program sponsor—an arrangement uncommon among similar firms—and licensure to sell life and health insurance, for which the firm may receive commissions if clients purchase recommended products. Eagle Financial also discloses that it does not participate in soft-dollar arrangements and forwards proxy materials to clients rather than voting them, and it states it reviews potential conflicts to ensure recommendations are in clients’ best interests.
Client services
Expertise
Fee options
$200.00 per hour for financial planning
Main office
One Cumberland Place, Suite 204
Bangor ME 04401
Advisors at this office
3
Most active in
Connecticut · Florida · Maine · Maryland · New Hampshire · Texas
Also doing business as
Alpha Capital Advisors, Inc · Alpha Capital Advisors, Inc Dba Eagle Financial Strategies · Alpha Capital Advisors, Inc. · Eagle Financial Strategies
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
David R
Series 63, Series 65
Bangor, ME
Eagle Financial Strategies
David Robbins is a financial advisor at Eagle Financial Strategies with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Key Investment Services LLC and American Independent Securities Group, LLC. Robbins is also an independent insurance agent. Eagle Financial Strategies provides portfolio management, financial planning, and pension consulting to individual, corporate, and charitable clients. The firm uses a combination of fundamental and technical analysis to tailor asset allocations and manages accounts on a discretionary basis, offering model portfolios and fund-based solutions for smaller accounts.
Richard N
Series 66
Bangor, ME
Eagle Financial Strategies
Richard Nickerson is a financial advisor at Eagle Financial Strategies in Bangor, ME, holding a Series 66 designation with 24 years of industry experience. Prior to joining Eagle Financial Strategies in 2019, he worked at LPL Financial LLC and Camden National Bank from 2008 to 2019. Eagle Financial Strategies provides portfolio management, financial planning, and pension consulting to individual, corporate, and charitable clients. The firm offers discretionary, individualized account management, including model portfolios and fund-based solutions, and uses a combination of fundamental and technical analysis to develop and adjust asset-allocation targets.
Andrew N
ChFC®, Series 66
Bangor, ME
Eagle Financial Strategies
Andrew Nickerson is a ChFC® and holds a Series 66 license with eight years of industry experience. He has worked at Eagle Financial Strategies since 2019 and previously spent two years at Wells Fargo Advisors. He has been a part-time student since 2018. Eagle Financial Strategies provides investment advisory services to individuals, corporations, charitable organizations, and retirement plans, managing portfolios on a discretionary basis. The firm employs a combination of fundamental and technical analysis, using mutual funds, ETFs, and individually managed securities, and acts as a sponsor of a wrap-fee program.
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