A complete list of active advisors currently associated with Eastown Financial Advisors, LLC

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

Eastown Financial Advisors serves individual and high‑net‑worth clients, offering ongoing portfolio management and financial planning along with occasional educational seminars and workshops for clients and guests. The firm implements portfolios using model allocations on Charles Schwab’s platform and provides regular monitoring and documented risk‑tolerance assessments as part of its advisory services. The firm’s investment approach is grounded in modern portfolio theory and long‑term trading, with individualized asset allocation and security selection based on clients’ goals, time horizons, and risk tolerances. Investment vehicles commonly used include mutual funds, ETFs (including precious‑metal ETFs), REITs, various fixed‑income securities (including TIPS), and annuities, and EFA typically manages accounts on a discretionary basis while aiming for equitable allocation of investment opportunities across clients. What is distinctive about Eastown is its dual affiliation with an accounting practice and an insurance entity: principals provide accounting services and are licensed insurance agents and may offer those services to advisory clients, a relationship the firm discloses and characterizes as a potential conflict of interest (clients are not required to use those services). Combined with its reliance on Schwab Institutional model portfolios and the firm’s provision of educational workshops, this mix of affiliations and service offerings is less common among similarly sized supported advisers.

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