A complete list of active advisors currently associated with Eaglestrong Financial

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

Eaglestrong Financial works with individuals (including high‑net‑worth clients), employer‑sponsored retirement plans, and other businesses. The firm offers ongoing investment management, comprehensive and hourly financial planning, and employee benefit plan consulting, along with targeted planning packages such as student‑loan and retirement plan analyses. The firm generally implements a passive investment approach, constructing portfolios with index mutual funds and ETFs while selectively using separately managed accounts and permitting socially responsible investment options when suitable for client objectives. Portfolios are built around client‑specific investment policy statements and are typically managed on a discretionary basis, with integrated financial planning provided alongside investment management. Distinctive features include a small, two‑advisor team whose principals hold both CFP and CPA credentials, and a practice model that emphasizes ongoing retainer‑style comprehensive planning plus discrete planning packages that are often integrated with managed accounts. Eaglestrong also provides ERISA‑compliant retirement plan services and relies on an institutional custodian relationship that supplies operational and research support to the firm.

To learn more about the advisors currently working at Eaglestrong Financial, 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.