A complete list of active advisors currently associated with Eddleman & Eddleman Inc

Warmer can help you find a great advisor at Eddleman & Eddleman Inc or one who fits your needs even better.

Eddleman & Eddleman advises individuals, businesses, trusts, family offices and other legal entities, offering discretionary portfolio management, financial planning, and one‑time project analyses. The firm also operates an affiliated registered accounting practice that provides tax, payroll, outsourced CFO and attest services, and a separate venture capital entity that may act as a general partner for non‑public offerings to accredited investors. Investment decisions are guided by an academic, evidence‑based approach that emphasizes Modern Portfolio Theory, multifactor models and statistical analysis rather than stock‑picking or market timing. Portfolios are implemented with written investment policy statements, periodic reviews and limited discretionary trading authority intended to align risk and return for long‑term strategies. What distinguishes this firm from many similarly sized RIAs is the combination of an affiliated accounting firm and a fund/syndication vehicle, which allows cross‑disciplinary services (and requires disclosed procedures to address conflicts of interest). The firm operates on a fee‑only basis, avoids commission sales, and may, in limited circumstances, offer performance‑based fee arrangements for non‑public investments.

To learn more about the advisors currently working at Eddleman & Eddleman Inc, 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.