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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Consulting Services

Our knowledgeable team provides performance and expense analysis, and insight on a wide array of investment offerings, enabling us to deliver a retirement plan that seeks to serve your best interests and the interests of your plan participants. We work with industry-leading retirement plan services providers and plan administrators to help address a broad range of retirement plan needs.

Our advisors hold the Accredited Investment Fiduciary® (AIF®) designation, a mark of distinction demonstrating a commitment to high standards of fiduciary excellence. You can rely on the Eagle Point Investment Advisors team to:

  • Understand the complex retirement plan marketplace
  • Consistently track industry trends
  • Continually educate ourselves and our clients on the latest legal and regulatory standards
  • Strive to ensure your best interests as a business owner are protected

We educate you on the fee structure of your plan’s investments and how those fees affect investment performance, while acting as a co-fiduciary to help you act in accordance with ERISA requirements. Our comprehensive services include the following:

  • Investment advisory – assistance with selection and monitoring
  • Assist with preparation and review of the plan’s Investment Policy Statement
  • Quarterly communications
  • Annual trustee meetings
  • Annual plan review
  • Investment option review
  • Fiduciary responsibility checklist
  • Plan participant education