Our Promise

Eagle Financial is a small boutique wealth management* firm with a defined investment* philosophy.

We offer a friendly and relaxed atmosphere where you’ll feel at home as we focus on you, and the achievement of your financial goals. There is never any obligation, we simply enjoy meeting new people and providing solid financial advice*.  

We have built our business around one central service model….

“Every client, every quarter….”

You will never be ignored. That means that every 90 days, you will receive a personal phone call from me to update you on the progress we are making. You are, of course, welcome to call as often as needed between those quarterly visits should any questions arise.

Over the years we have, quite literally, become a local firm with global resources. We have assembled a stable of the finest strategic partners from the investment universe to assist us with the creation of client portfolios and the day to day management of funds.

What does that mean to you….? Well, for one……

Are your investments* truly balanced, or do they overlap each other?

Many believe they are properly diversified, when in fact, they are not. With one simple report, I can show you areas of weakness in your portfolio.

Are you properly harvesting gains and losses to create the most tax efficient portfolio possible?

Each year, with a couple clicks of a button, our technology platform can show you how to maximize the tax efficiency in your portfolio.

Are there certain investments* that don’t align with your values?

We can screen your portfolio to ensure that your money is in harmony with your religious beliefs, as well as any personal, social, or environmental concerns.*

In fact, we can customize your portfolio to be as unique as you are.

I conclude with a simple summary…..

When the markets turn as volatile and confusing as they have over the past year, even the most patient investors may come to question the wisdom of the investment* plan that they’ve been following.

As Financial Professionals, we have seen a lot of difficult markets come and go. And we can certainly empathize with people who find the current environment troublesome and disturbing. We’d like to help, if we can, and to that end, here’s what we offer:

“A cup of coffee and a second opinion.”

By appointment, you’re welcome to come in and sit with us for a while. We’ll ask you to outline your financial goals - what your investment portfolio is intended to do for you. Then we’ll review the portfolio for and with you*.

If we think your investments* continue to be well-suited to your long-term goals - in spite of the current market turmoil - we’ll gladly tell you so, and send you on your way. If, on the other hand, we think some of your investments no longer fit with your goals, we’ll explain why, in plain English. And, if you like, we’ll recommend some alternatives*.

Either way, the coffee is on us.