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.

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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.

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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.

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Company Retirement Plans

As experienced, independent retirement plan advisors and fiduciaries, Eagle Point Investment Advisors is committed to providing you and your plan participants with objective, results-oriented guidance across the full range of your retirement plan needs.

We combine our experience in retirement plan services with your specific objectives to develop a retirement program that seeks to meet your business needs while helping your participants pursue their important retirement goals.

With access to sophisticated investment tools and objective research, we are able to examine a broad range of providers and generate detailed reporting and comparisons. In addition, we can assist you with these and related plan services:

  • 401(k), 403(b) and other qualified defined contribution plans
  • Defined benefit plans
  • Non-qualified executive compensation plans
  • Investment policy statement reviews
  • 404c Compliance reviews
  • Investment education for plan participants, executives and business owners