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Eagle Financial Strategies

Updated today

Client assets under management

$139,141,913

Clients

294

15% high-net-worth

Advisors

3

of 6 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

98

Very High

Average account size

$473,272

About

Eagle Financial Strategies provides investment advisory services to individuals (including high-net-worth clients), corporations, charitable organizations and retirement plans, delivering portfolio management, financial planning and pension consulting. The firm manages client portfolios on an individualized, discretionary basis and also serves as a sponsor of a wrap-fee program.

The firm develops asset-allocation targets and implements strategies using a mix of mutual funds, exchange-traded funds and individually managed securities, employing both fundamental and technical analysis and offering model/risk portfolios where appropriate. Reviews of client accounts are performed on an ongoing basis with at least annual updates, and the firm generally requires clients to use the broker-dealer and custodian it selects rather than designating their own.

Noteworthy distinctions include acting as a wrap-fee program sponsor—an arrangement uncommon among similar firms—and licensure to sell life and health insurance, for which the firm may receive commissions if clients purchase recommended products. Eagle Financial also discloses that it does not participate in soft-dollar arrangements and forwards proxy materials to clients rather than voting them, and it states it reviews potential conflicts to ensure recommendations are in clients’ best interests.

Client services

Financial planning Portfolio management Pension consulting

Expertise

General retirement planning Wealth management Cash flow / budgeting

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Fee options

Project-based

$200.00 per hour for financial planning

Main office location

Eagle Financial Strategies

One Cumberland Place, Suite 204

Bangor ME 04401, United States

Number of offices

1

Most active in

Connecticut · Florida · Maine · Maryland · New Hampshire · Texas

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

David R

Series 63, Series 65

Bangor, ME

Eagle Financial Strategies

David Robbins is a financial advisor at Eagle Financial Strategies with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Key Investment Services LLC and American Independent Securities Group, LLC. Robbins is also an independent insurance agent. Eagle Financial Strategies provides portfolio management, financial planning, and pension consulting to individual, corporate, and charitable clients. The firm uses a combination of fundamental and technical analysis to tailor asset allocations and manages accounts on a discretionary basis, offering model portfolios and fund-based solutions for smaller accounts.

General retirement planning Wealth management Cash flow / budgeting
user avatar

Richard N

Series 66

Bangor, ME

Eagle Financial Strategies

Richard Nickerson is a financial advisor at Eagle Financial Strategies in Bangor, ME, holding a Series 66 designation with 24 years of industry experience. Prior to joining Eagle Financial Strategies in 2019, he worked at LPL Financial LLC and Camden National Bank from 2008 to 2019. Eagle Financial Strategies provides portfolio management, financial planning, and pension consulting to individual, corporate, and charitable clients. The firm offers discretionary, individualized account management, including model portfolios and fund-based solutions, and uses a combination of fundamental and technical analysis to develop and adjust asset-allocation targets.

General retirement planning Wealth management Cash flow / budgeting
user avatar

Andrew N

ChFC®, Series 66

Bangor, ME

Eagle Financial Strategies

Andrew Nickerson is a financial advisor at Eagle Financial Strategies in Bangor, ME, holding the ChFC® designation and Series 66 license with seven years of industry experience. His prior roles include positions at Wells Fargo Advisors and Bangor Savings Bank. He has also been a part-time student since 2018. Eagle Financial Strategies provides portfolio management, financial planning, and pension consulting services to a range of clients including individuals, corporations, and charitable entities. The firm offers discretionary, individualized account management and uses a combination of fundamental and technical analysis to guide investments, with smaller accounts typically managed through no-load mutual funds and ETFs.

General retirement planning Wealth management Cash flow / budgeting
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