Eagle Financial Strategies

Eagle Financial Strategies provides portfolio management, financial planning, and pension consulting to individuals (including both high‑net‑worth and non‑HNW clients), as well as to corporate and charitable entities. The firm manages accounts on a discretionary, individualized basis and also offers model portfolios and fund‑based solutions for smaller accounts.

The firm develops asset‑allocation targets based on each client’s financial situation, goals and risk tolerance, and uses a mix of fundamental and technical analysis to select investments and adjust allocations over time. Smaller accounts are typically implemented through no‑load mutual funds and ETFs, while larger accounts are managed with direct security selection and periodic rebalancing, and client accounts are reviewed at least annually.

What distinguishes the firm from many peers is that it sponsors a wrap fee program, an uncommon offering for supported firms, and its principals are licensed life and health insurance agents; the brochure discloses that insurance sold through the firm may generate commissions. The firm also requires clients to use custodians and broker‑dealers selected by the firm rather than allowing client‑directed custodians, and it describes policies to address potential conflicts from personal trading and insurance sales.