When it comes to managing your money, you don’t want just another financial planner, and you definitely don’t want to be “sold” anything. At Eddleman & Eddleman, LLC, we're not insurance agents or stock brokers, and we definitely won't use a financial plan to try to sell you anything!

We are a team of formally educated wealth directors with years of experience in coaching clients regarding all aspects of their finances. Though we are knowledgeable and licensed to advise our clients with practically any financial service they might need, we do not “sell” anything!

 

We do provide unbiased, fee based, portfolio management for any of your life's stages including development, enhancement, perpetuation, and even succession. In addition, you can receive advisement regarding any non-investment aspect of your finances or regarding your entire financial picture. Our firm specializes in working with the affluent having in excess of one million dollars in liquid assets; however, we can work with you even if you don’t meet this criterion. In addition, we pride ourselves on helping a minimal number of clients who have a serious need and a serious desire for truly unbiased financial consultation on a pro bono basis.

If you’re seeking unbiased advice about some aspect of your finances, or perhaps about your complete financial picture, and you are serious about finding professional financial consultation, we would be happy to meet with you to discover if we might be a fit for each other. Find out more about our philosophy on wealth management.