Eames Financial

Eames Financial provides investment management and comprehensive financial counseling to individuals, trusts, and charitable foundations, offering portfolio management alongside estate planning, income tax planning, insurance review, retirement planning, and employee-benefit coordination. The firm reports approximately $179.5 million in client assets and implements strategies through individual account management, outside managers, or commingled funds.

The firm’s investment approach is a multi-step, client-specific process that uses fundamental analysis and broad industry diversification to construct portfolios matched to clients’ goals, time horizons, tax considerations, and risk tolerances. Notably, the firm’s reported assets are managed primarily on a non‑discretionary basis, so clients typically retain approval over individual trades rather than granting full discretionary authority.

Compared with many solo independent advisors, Eames serves a relatively small client base (about 50 relationships) with substantial assets per client and a client mix that includes trusts and charitable foundations rather than a broad population of non–high-net-worth individuals. The advisory work frequently integrates detailed estate and tax planning — including fiduciary tax return preparation and postmortem planning — and is delivered directly by a long‑tenured principal.