EAGLE GUARDIAN ADVISORS

Overview

Eagle Guardian Advisors is organized as a limited liability company that provides fee-based financial planning and portfolio management for both individuals/small businesses and business or institutional clients. The firm reports a blended fee model that includes percentage-of-assets under management and fixed-fee engagements, which points to a mix of ongoing discretionary portfolio services and flat-fee planning or advisory projects. The adviser does not position itself as an ESG specialist and is identified under a general “other investment adviser” affiliation. It is not listed as a capital allocator, pension consultant, related adviser, or a multi-state registered adviser. Service emphasis appears to be on traditional wealth management and financial planning rather than niche strategies. Given the stated advisory activities, the firm’s typical client work would include comprehensive planning engagements and portfolio construction/management for both individual households and small institutional or business balance sheets.

Assets & Accounts

Location & Offices