Individual Investors and Families

We are independent financial planners and wealth managers committed to providing the insight and guidance you seek to help preserve, manage and grow a lifetime of assets.

Learn More

Company Retirement Plans

Our retirement plan strategies seek to help protect your businesses from personal and corporate liability, while helping your employees leverage investment opportunities.

Learn More

Business Owners

We understand the challenges and demands of running a business. Find out how our consultative approach helps to address multiple business planning needs.

Learn More

Welcome To Eagle Point Investment Advisors

Our Mission:
to be your financial advocate, acting with integrity and the highest degree of ethics to ensure you receive the utmost care and consideration

Eagle Point Investment Advisors is committed to your financial well-being.  Our clients are accomplished individuals, families, business owners, executive and retirees who are motivated to seek out and implement the advice and guidance best suited to their needs.  We seek to provide each of our clients with the increased clarity and confidence in knowing where you stand at all times along the path to pursuing your life goals.

Our team understands the complex needs of individual’s families and businesses in today’s rapidly changing financial and economic climate.  Whether you are an individual looking out for your future or an employer looking after your company, you can count on us to help you navigate toward all your financial goals.

We expect to raise your expectations.
As a client of ours, you can expect a team of experienced financial advisors and fiduciaries who are good listeners, proactive leaders, and accountable to you. We appreciate and acknowledge that this relationship is about you and your goals. Our client-centric approach to financial planning and wealth management seeks to place your interests first at all times. We never lose sight of the trust and confidence you place in us to lead you, your family and your company toward the path to financial well-being.