Dakota
Dakota
Book a Demo
Talk to an Expert

Eagle Financial Advisors, LLC

EST. AUM
$113,064,000

CONTACTS

CLIENT ACCOUNTS

Firm Details

Metro area Dallas
CRD Number 167696
Website eaglefinancialadvisors.net
Client types

Overview

Eagle Financial Advisors, LLC is a Frisco, Texas-based Registered Investment Adviser (RIA) providing portfolio management and financial planning to individuals, high-net-worth clients, trusts and businesses. The firm describes itself as a fiduciary adviser and builds customized portfolios according to client objectives and risk tolerance. Its offering includes separately managed accounts, individual securities, ETFs, municipal and corporate bonds, mutual funds and private placements.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

Products & Services

Resources

Podcasts

Events

Company

© Dakota 2026 | Terms of Use | Privacy Policy