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Home – Who We Serve – Independent Investor

Independent Investor


You have worked hard to get where you are today. Yet, perhaps you are at a point where you want to do something more, or lack the time to make all of the big decisions yourself. We live in uncertain times and there are more than a few hurdles facing investors: down markets, unscrupulous financial practices, and difficult access to current and accurate data. You are not alone if you are worried about how these unknowns are going to impact your financial future, and are considering turning to a professional for guidance.

Worried about retirement? Not prepared for unforeseen calamity? Overwhelmed by investment products or confused about how or where to invest? At EagleStone Tax & Wealth Advisors, we help you overcome the many challenges you face and work to minimize inherent risk through diverse portfolio management, cutting-edge knowledge, and our status as an independent advisor.

Whatever your need, be it investment portfolio management, tax guidance, or financial planning; our Financial Advisors are well-equipped to lead you to financial security and peace of mind.

The following is the array of services we offer to the Independent Investor:

  • Investment portfolio management
  • Wealth accumulation and preservation
  • Retirement planning/financial planning
  • Tax planning
  • College funding
  • Real estate investment guidance
  • Alternative Investments
  • Insurance


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