A complete list of active advisors currently associated with Eagle Wealth Strategies
Warmer can help you find a great advisor at Eagle Wealth Strategies or one who fits your needs even better.
Eagle Wealth Strategies is a fee-based, SEC-registered investment adviser that provides wealth management, individualized financial planning, and portfolio management to individuals (including high net worth clients), trusts, estates, businesses, charitable organizations, and certain brokerage customers. The firm manages about $654 million for roughly 648 client relationships and advises both discretionary and non-discretionary accounts. The adviser uses fundamental analysis and a generally long-term investment approach, implementing client strategies through model portfolios composed primarily of low-cost mutual funds, ETFs and individual equities while also using bonds, alternative investments, structured products and REITs as appropriate. Eagle Wealth Strategies conducts ongoing monitoring and rebalancing, may execute shorter-term trades to meet client objectives, and engages an independent third‑party investment consultant to support portfolio manager research and due diligence. Distinctive features include affiliations with related professional firms: the adviser is affiliated with Aerie Tax & Advisory, a tax and accounting firm to which it may refer clients and for which it covers a base tax filing fee for clients with more than $2 million in managed assets, and with EWS2 (d/b/a Tapestry Life Settlements), an insurance entity whose advisors may sell commissionable insurance products. The firm also offers credit management solutions via intermediaries and provides institutional consulting services to brokerage customers—arrangements that generate disclosed referral or consulting fees and create potential conflicts of interest.
To learn more about the advisors currently working at Eagle Wealth Strategies, 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.
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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
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