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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Participant Services

At Eagle Point Investment Advisors, we believe a successful participant education and communication program is critical to the success of your retirement plan. We work with the retirement plan committee to create the most appropriate program for your particular needs and employee population.

  • On-site group participant education and enrollment meetings
  • Account information available via internet or telephone
  • Updates on the current market environment
  • Consulting service to assist individuals with general investment allocation guidance
  • Distribution consultations available for post-termination needs
  • Investment newsletters, including: Weekly Market Commentary and Monthly Market Commentary

401k links

The above named entities are separate entities from Eagle Point Investment Advisors and LPL Financial.