A complete list of active advisors currently associated with Eagle Financial Strategies

Warmer can help you find a great advisor at Eagle Financial Strategies or one who fits your needs even better.

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.

To learn more about the advisors currently working at Eagle Financial Strategies, 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.