A complete list of active advisors currently associated with Eagle Wealth Advisors

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

Eagle Wealth Advisors LLC is an SEC-registered investment adviser that serves individuals (including high‑net‑worth clients), trusts, estates, charitable institutions and retirement plans, managing about $164 million for roughly 101 clients through a three‑advisor team. The firm provides discretionary and non‑discretionary portfolio management, financial planning, and occasional business consulting, and can place client assets with outside managers such as Envestnet for wrap‑fee accounts. EWA customizes recommendations using a comprehensive Investor Profile Questionnaire that collects financial history, investment experience, risk tolerance and demographic information, and it applies proprietary analytical tools and commercially available optimization software to develop asset allocation strategies. The firm implements a range of approaches — strategic and tactical asset allocation, active and passive styles, tax‑managed techniques and, on rare occasions and at a client’s request, sustainable/ESG strategies — with periodic monitoring and reviews. A distinguishing aspect noted in the brochure is that EWA’s advisory scope expressly includes insurance‑related vehicles, listing annuities, whole and term life insurance and “other commissioned products,” a feature that is less common among peers in this category. Other noteworthy details include no stated account minimums, use of Envestnet for certain managed accounts, and that the firm’s CEO has a long broker‑dealer background and disclosed outside business activities (Michael Riotto Design LLC and Brooklyn Heights Productions), all of which are addressed through the firm’s supervision and compliance procedures.

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