Eagle's Crest Advisors, LLC

Eagle’s Crest Advisors provides personalized wealth management, investment advisory, and financial planning services to individuals as well as trusts, foundations, retirement plans, and corporations. The firm offers both integrated and standalone financial planning, discretionary and non‑discretionary portfolio management, and retirement plan consulting for plan sponsors.

The firm develops client‑specific asset allocations and investment strategies through interviews and written objectives, relying primarily on fundamental analysis and a mix of mutual funds, ETFs, stocks, bonds and select alternative vehicles. Advisory relationships are generally managed on a discretionary basis under a Limited Power of Attorney, although non‑discretionary recommendations are available; the brochure notes the firm may engage in short‑term trading and seeks tax‑aware implementation, which can have tax consequences for clients.

Noteworthy features for a one‑advisor practice include its recent formation (April 2025), a stated $500,000 account minimum (waivable), a relatively small client roster (38 clients) overseeing roughly $65 million in assets, and the combination of individual and retirement plan consulting services. The brochure also discloses that certain professionals are separately licensed insurance agents who may receive commissions for insurance sales, that the firm uses SEI as its primary custodian and participates in custodian programs, and that it permits client‑directed brokerage and standing letters of authorization in certain circumstances.