A complete list of active advisors currently associated with Eldon Reese Advisory Group

Warmer can help you find a great advisor at Eldon Reese Advisory Group or one who fits your needs even better.

Eldon Reese Advisory Group works with individuals and families—including high-net-worth and non‑HNW clients—as well as employer plan sponsors. The firm offers financial planning and coaching, discretionary portfolio management, business consulting for owner‑clients, and ongoing retirement plan advisory services. Investment approach emphasizes long‑term, asset‑allocation based strategies using mutual funds, ETFs, stocks and bonds, with an overall buy‑and‑hold orientation; when active management is appropriate the firm commonly recommends and monitors an outside manager/TAMP relationship. Financial planning and coaching are delivered on a non‑discretionary basis with client‑provided data captured in planning software, while portfolio management is provided on a discretionary basis and tailored to each client’s objectives. Distinctive elements include a small advisory team managing roughly $60 million in assets and a formal business‑consulting program for business owners that follows a multi‑step process from personal planning through exit planning. The firm also discloses that its advisers are licensed insurance agents (and will receive commissions on insurance sales), and that a material practice change involved moving third‑party managed accounts to AssetMark as an outside manager—features the firm discloses and addresses in its conflicts and oversight procedures.

To learn more about the advisors currently working at Eldon Reese Advisory Group, 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.