Eastmont LLC

Eastmont provides solicitation and investment advisory services primarily to pension and retirement plan clients, recommending third‑party investment advisers and offering tailored financial solutions that include asset allocation, employee benefits and insurance placement. The firm operates under solicitor agreements and screens prospective advisers for licensing, stability and fit before making introductions.

The firm’s approach emphasizes due diligence on external managers—reviewing factors such as historical risk/return, firm size, management tenure, research capabilities and fees—and ongoing monitoring of those recommended firms. Implementation is typically client‑directed or carried out by the recommended advisers rather than through broad discretionary authority, and Eastmont does not take custody of client assets.

Notable distinctions include the principal’s licensure as an insurance agent and the firm’s receipt of separate, disclosed compensation from insurance transactions and solicitor/referral arrangements with other advisory firms. Eastmont’s focus on institutional and retirement‑plan relationships (rather than a broad base of individual non‑HNW clients), its practice of not conducting client account reviews itself, and its limited discretionary role differentiate it from many independent advisory peers.