A complete list of active advisors currently associated with Eagle Tax Planning & Advisory Group.LLC

Warmer can help you find a great advisor at Eagle Tax Planning & Advisory Group.LLC or one who fits your needs even better.

Eagle Tax Planning & Advisory Group is a state‑registered, solo‑advisor independent firm that serves individuals, small businesses, trusts, estates and charitable organizations. It offers personalized financial planning, ongoing portfolio management, and tax preparation services on a fee‑only basis. The firm follows a strategic asset allocation, core‑and‑satellite approach that emphasizes passive index ETFs and low‑cost mutual funds, documents client objectives in investment policy statements, and conducts periodic reviews; it delivers planning on a variety of engagement types (hourly, fixed‑fee, retainer, or percentage‑of‑AUM) and manages most assets on a discretionary basis. Clients receive written evaluations such as net‑worth statements and may impose investment restrictions; custody and trade execution are handled through third‑party custodians and brokerage platforms. Noteworthy for a firm of its size, Eagle integrates tax preparation and tax planning into its advisory offerings and its advisor holds tax credentials and teaches for a national tax association, reflecting a stronger tax‑and‑accounting focus than many peers. The firm also acts as a sub‑adviser for clients referred through Betterment’s platform and maintains contractual planning relationships with other advisory entities, arrangements that the brochure discloses and indicates are managed through due diligence and written disclosures.

To learn more about the advisors currently working at Eagle Tax Planning & Advisory Group.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.