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The EagleStone Story
Far and away the best prize that life offers is the chance to work hard at work worth doing. – Theodore Roosevelt
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About
EagleStone Wealth Advisors, Inc. is an independent, SEC registered investment advisory (“RIA”) firm serving clients primarily in the Washington, DC – Baltimore metropolitan areas. EagleStone also services clients located both nationwide and internationally. We provide a full spectrum of investment management, financial planning, wealth advisory, accounting, and tax planning services. Our comprehensive and integrated approach, where we review the implications of taxes and investment decisions on a client’s wealth, recognizes the expanding complexity of financial decision making. We are uniquely qualified, having various professional credentials such as CPA, MST, CFP, MBA, JD, etc. and decades of experience, to provide informative solutions that help our clients achieve their financial objectives. Our overall objective is to help clients develop and implement financial strategies allowing them to achieve financial confidence, security and peace of mind.