A complete list of active advisors currently associated with Eddy Company, LLC

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

Eddy Company provides investment advisory services to individual clients and also offers tax preparation and filing services for individuals, couples, S‑corporations, limited liability companies, partnerships, and non‑profit organizations. The firm manages approximately $10.6 million in client assets for a small client base and operates as a state‑registered independent adviser. The firm delivers non‑discretionary portfolio management, typically constructing diversified, long‑term portfolios composed mainly of exchange‑traded funds and fixed‑income instruments, and it conducts macroeconomic and ETF‑specific analysis to guide allocations. Because accounts are managed on a non‑discretionary basis, the firm sends proposed trades to clients and executes transactions only after receiving verbal or written authorization. Distinctive for an independent adviser of its scale, Eddy Company combines investment advisory work with an in‑house tax preparation practice that serves business entities and nonprofit clients in addition to individuals. Its exclusively non‑discretionary model and formal trade‑approval workflow further set its client engagement and execution processes apart from the more commonly discretionary practices among peers.

To learn more about the advisors currently working at Eddy Company, 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.