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Eagle Wealth Management

EST. AUM
$333,069,946

CONTACTS
4

CLIENT ACCOUNTS
332

Firm Details

Metro area Portland, OR
CRD Number 290675
Website myeaglewealth.com
Client types

Overview

Eagle Wealth Management, based in Bend, Oregon, offers personalized financial planning and wealth management services, emphasizing long-term relationships and a holistic approach to clients' financial lives. Their team of CERTIFIED FINANCIAL PLANNER™ professionals provides comprehensive services, including investment management, tax planning, and retirement strategies, tailored to individual goals and circumstances. As a fiduciary and independent firm, they prioritize clients' interests, offering transparent, fee-based services without proprietary products.

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Alternative Activity

Address

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

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