A complete list of active advisors currently associated with Eagle Wealth Management Group Inc.

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

Eagle Wealth Management Group serves a mix of individual clients (including high-net-worth households) and institutional retirement-plan sponsors — including pension and profit-sharing plans and other public-sector clients. The firm offers financial planning, discretionary portfolio management, retirement plan advisory and consulting, business planning, and occasional access to private offerings. Advisory work is delivered through Advisory Associates on a primarily discretionary basis, combining asset-allocation, fundamental, technical, quantitative and qualitative analysis with periodic rebalancing and custodial reporting through a major custodian. For employer plans the firm provides both non‑discretionary ERISA 3(21) advisory services and discretionary 3(38) investment manager arrangements, along with participant education and plan governance support. What distinguishes Eagle Wealth from many peer teams is its explicit engagement with state/municipal and plan‑sponsor clients and its regular delivery of educational seminars and participant workshops, alongside traditional individual wealth services. The firm’s team also includes professionals with credential diversity (CFP®, CPA, RFC and licensed registered representatives/insurance agents), which supports integrated offerings such as business succession planning, plan education programs, and solicitor/referral relationships with third‑party managers.

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