A complete list of active advisors currently associated with EAN Equity Financial Services LLC

Warmer can help you find a great advisor at EAN Equity Financial Services LLC or one who fits your needs even better.

The firm provides personalized financial planning and investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations and small businesses. As of December 31, 2025 it managed approximately $144.7 million for roughly 59 clients, with a substantial portion (~$67.4 million) managed on a non-discretionary basis. Its investment approach emphasizes strategic and tactical asset allocation across actively managed funds, passive index funds and ETFs, and individual securities, using fundamental analysis as the primary security-analysis method while employing charting and technical or cyclical analysis when appropriate. The firm prepares written financial plans, offers limited-scope hourly consulting, and accepts discretionary authority but often seeks client concurrence on trades when a blanket trading authorization is not in place. The firm is atypical among independents in operating an affiliated tax-preparation practice and charging separately for tax services, and the principal holds multiple advanced professional credentials (including CPA/PFS and CFP and CFA designations). It also recommends independent money managers through custodial programs and conducts comprehensive, family-inclusive financial reviews, which may extend to clients’ children and broader estate and trust planning.

To learn more about the advisors currently working at EAN Equity Financial Services LLC, 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.

Name	Location	Years of experience
Eric Norberg	Leesburg, VA	12

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