A complete list of active advisors currently associated with Eagle Valley Wealth Management

Warmer can help you find a great advisor at Eagle Valley Wealth Management or one who fits your needs even better.

Eagle Valley Wealth Management is an independent, fee-only registered investment adviser that provides ongoing comprehensive financial planning, project-based and hourly planning, and discretionary investment management to individual and high‑net‑worth clients. The firm reports no account minimum and operates as a single‑advisor practice with a very small client base and modest assets under management. The firm’s investment process blends Modern Portfolio Theory and strategic asset‑allocation guidance with the use of third‑party investment models to inform portfolio construction; EVWM retains full discretion and customizes allocations and rebalancing to each client’s circumstances, and may employ tactical deviations when appropriate. Clients receive ongoing plan monitoring and quarterly account reviews for managed relationships, while limited‑scope projects and hourly engagements are offered for discrete planning needs. Noteworthy distinctions are the firm’s fee approach and scale: EVWM is fee‑only but does not use percentage‑of‑AUM billing, instead offering fixed, project, and hourly fee arrangements for planning and management, which differs from the more common AUM percentage model among independents. The firm is also newly registered (2025) and formally discloses its routine use of third‑party model portfolios as an input to—but not a replacement for—its individualized investment decisions.

To learn more about the advisors currently working at Eagle Valley Wealth Management, 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.