A complete list of active advisors currently associated with Eagleson Arndt Financial Advisors

Warmer can help you find a great advisor at Eagleson Arndt Financial Advisors or one who fits your needs even better.

Eagleson Arndt Financial Advisors provides investment management and financial planning to individuals, high‑net‑worth clients, charitable institutions, small businesses, trusts and estates, and also advises clients about retirement plan accounts and rollover options. Services include ongoing portfolio management (primarily allocated to mutual funds) and financial planning that addresses tax, estate, education and employee‑benefit matters. The firm’s investment approach emphasizes strategic asset allocation based on Modern Portfolio Theory and quantitative analysis, with portfolios constructed to manage downside risk and rebalanced as market conditions or client circumstances require. Portfolios are tailored to each client’s time horizon, tax status, cash flow and risk tolerance, and the firm may exercise discretion over trades and shift assets to cash in extraordinary market conditions. Distinctive for an independent adviser, the firm offers no‑fee educational workshops to clients and their friends and family and explicitly provides retirement‑plan and rollover guidance, noting its fiduciary duties under ERISA and the Internal Revenue Code when advising on retirement accounts. The brochure also discloses ancillary insurance brokerage activities (advisers may receive commissions for insurance sales) and a recent transition to SEC registration in March 2025, which are operational details prospective clients may consider.

To learn more about the advisors currently working at Eagleson Arndt Financial 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.