Huntington, NY Office

Eagle’s Crest Advisors, LLC provides personalized wealth management, financial planning, investment advisory services, and retirement plan consulting to individuals, trusts, foundations, retirement plans, and corporations. The firm serves both individual clients (including high-net-worth clients) and plan sponsors, offering standalone planning or integrated investment management depending on client needs.

The firm generally implements tailored, asset-allocation–driven portfolios using mutual funds, ETFs, stocks, and bonds and relies primarily on fundamental analysis to select investments. Investment management is typically provided on a discretionary basis under an Investment Advisory Agreement and Limited Power of Attorney, with periodic reviews at least annually and the option for non-discretionary engagement or standalone planning services.

Noteworthy aspects include a small organizational structure led by a single principal/managing member with a compact advisory team, yet managing roughly $125.9 million in client assets since its launch in April 2025, and a mix of retail and institutional services such as retirement plan consulting. The brochure also discloses that certain professionals are separately licensed insurance agents who may receive commissions for insurance sales (a disclosed conflict of interest), that the firm recommends a primary custodian (SEI) and participates in custodian programs, and that it may accept standing letters of authorization and accommodate client-directed brokerage.