EAGLE TAX PLANNING & ADVISORY GROUP.LLC

Overview

Eagle Tax Planning & Advisory Group LLC is a small, independent registered investment adviser that operates out of an accountant-led practice. The firm focuses on serving individual and family clients with a blend of financial planning, portfolio management for individuals and small businesses, and client education through seminars and workshops. Its investment approach tilts toward publicly traded equities as the primary building block of client portfolios, while also making use of mutual funds, annuities and third‑party alternative managers to achieve diversification and income objectives. Fee arrangements are flexible — the firm charges a percentage of AUM and also uses hourly and fixed-fee engagements, reflecting a mix of ongoing advisory relationships and project-based planning work.

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Location & Offices