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

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

The firm provides investment management, financial planning, and retirement plan consulting to individuals (including high-net-worth clients), trusts, estates, and business clients. Services include personalized portfolio management, standalone financial plans or consultations, and assistance with employer-sponsored retirement plans. Portfolios are tailored to client objectives and may include individual equities, bonds, ETFs, mutual funds (including allocations to Dimensional funds), and alternative or fixed-income instruments, with ongoing monitoring and periodic rebalancing. The firm also refers clients to third-party money managers when appropriate and delivers written financial plans and broader advisory work that can encompass tax, corporate-structure, mortgage and cost-segregation analyses. Notably, a principal of the firm is a licensed insurance agent and the firm may offer insurance products, a relationship the brochure discloses and addresses as a potential conflict of interest. The firm also works with third-party platforms and funds (including SA Funds and a third-party account administrator) and manages a relatively small client base with concentrated assets, which the firm represents as supporting more direct oversight of client accounts.

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