Eagle Money Advisors

Eagle Money Advisors serves individuals, high‑net‑worth clients, trusts, estates, small businesses, and charitable organizations by providing financial planning, investment management, wealth management, and other consulting and educational services. The firm advises on a wide range of instruments—including mutual funds, ETFs, equities, fixed income, options, REITs and alternative investments—and assists with cash flow, tax planning, insurance review, education funding, and estate planning.

The firm follows a defined, goal‑oriented investment process that emphasizes asset allocation and fundamental analysis, using both strategic and tactical approaches and value‑oriented security selection. Portfolios are typically managed on a discretionary basis under an Investment Policy Statement, and the firm discloses that it employs market‑timing adjustments alongside long‑ and short‑term strategies and alternative exposures, noting the attendant risks.

Noteworthy for a small independent adviser, the brochure explicitly includes market‑timing services as part of its asset allocation toolkit and describes periodic educational seminars and workshops for clients and guests, often delivered online with occasional guest speakers. The firm states it operates on a fee‑only basis with no commission arrangements, notes the principal’s academic role and Ed.D., and, as an initial filing, reports no assets under management at the time of disclosure.