EASTOWN FINANCIAL ADVISORS, LLC

Overview

Eastown Financial Advisors, LLC is an independent registered investment adviser organized as an LLC and owned by an individual. The firm serves both individual and family clients as well as institutional accounts, delivering fee-based financial planning and portfolio management alongside educational seminars and workshops. Its billing mix includes percentage-of-AUM fees plus hourly and fixed-fee engagements. Eastown does not identify itself as an active ESG investor and is not listed as a multi-state adviser or pension consultant. The firm maintains practical ties with an accountant and an insurance company, which suggests integration of tax and risk-transfer resources into client advice.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices