Our Watchful Eye. Your Peace of Mind.
The EagleStone team delivers a full spectrum of investment management, financial planning, estate planning, wealth advisory, accounting, retirement, and tax planning services.
TAX & ACCOUNTING
Tax preparation and planning, accounting, bookkeeping, and financial consulting services for businesses and individuals
INVESTMENT MANAGEMENT
Independent, non-proprietary advisory services specific to investment goals and objectives
RETIREMENT SERVICES
Retirement plan design, consultation, and administration for your business
INSURANCE & ANNUITIES
Insurance planning for businesses and individuals
EMPLOYEE BENEFITS
Benefits options, consulting, and access to insurance for your business and employees
TAX-SAVING STRATEGIES
1031 tax-deferred exchanges and alternative investments to build wealth and reduce your tax burden
Helpful Articles
Steady Growth in Real Wages
With inflation cooling, U.S. workers are seeing solid wage increases well above the inflation rate.
Distressed Loans Pressure Some Banks: Is Your Money Safe?
In recent years, large bank failures drew attention to the risks banks take to earn money, the role of the FDIC, and the insurance that covers customer deposits.
Key Retirement and Tax Numbers for 2025
Here are a few key cost-of-living adjustments announced by the IRS for 2025.
Steady Growth in Real Wages
With inflation cooling, U.S. workers are seeing solid wage increases well above the inflation rate.
Distressed Loans Pressure Some Banks: Is Your Money Safe?
In recent years, large bank failures drew attention to the risks banks take to earn money, the role of the FDIC, and the insurance that covers customer deposits.
Key Retirement and Tax Numbers for 2025
Here are a few key cost-of-living adjustments announced by the IRS for 2025.
Sign Up to Receive Our Newsletter
Securities offered through Emerson Equity LLC. Member FINRA/SIPC. Advisory Services offered through EagleStone Tax & Wealth Advisors. EagleStone Tax & Wealth Advisors is not affiliated with Emerson Equity LLC. Financial planning, investment and wealth management services provided through EagleStone Wealth Advisors, Inc. Tax and accounting services provided through EagleStone Tax & Accounting Services.
For more information on Emerson Equity, please visit FINRA’s BrokerCheck website. You can also download a copy of Emerson Equity’s Customer Relationship Summary to learn more about their role and services.
Download our Form CRS/ADV Part 3 (Customer Relationship Summary) by clicking here.
Download Form CRS Exhibit Document by clicking here.
Download Form ADV by clicking here.
Download Form ADV Part 2A by clicking here.
Click here to learn more about our Privacy Policy and Information Security Program.
Click here for additional disclosures
Investment products & services are only available to residents of DC, FL, IN, MD, NY, PA, SC, & VA.
Licensed to sell insurance and variable annuities in the following States: DC, DE, FL, MD, ME, MI, NC, NJ, NY, PA, SC, & VA.
© EagleStone Tax & Wealth Advisors 2025. All rights reserved.
