Eagle Financial Advisors, LLC

Eagle Financial Advisors is an independent registered investment advisor offering portfolio management, selection of third-party money managers, and financial planning services. Eagle Financial Advisors builds personalized investment portfolios using individual stocks, bonds, exchange-traded funds, and mutual funds based on each client's specific goals, risk tolerance, and time horizon. The firm operates on both a discretionary and non-discretionary basis, meaning it can make trades on your behalf or consult with you before making changes. In addition to investment management, certain professionals at Eagle Financial Advisors are licensed insurance agents and may recommend insurance products, creating a potential conflict of interest due to commission earnings. The firm works with a variety of clients including individuals, high-net-worth clients, corporations, and trusts.