EagleStone is Proud to Announce Joseph Lager, CPA, CDFA and ESTWA’s Director of Tax & Accounting, Has Earned the Certified Fraud Examiner (CFE) Credential

Our Watchful Eye. Your Peace of Mind.

The EagleStone team delivers a full spectrum of investment management, financial planning, estate planning, wealth advisory, accounting, 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

Independent Guidance for the Financial Well-Being of Individuals, Families, Businesses and Organizations

Prudent investment and financial decisions must be made while considering taxes. And tax considerations must be taken into account when considering investment strategies. As both accomplished tax professionals and Certified Financial Planners®, EagleStone offers clients an integrated total financial solution that includes tax preparation and planning, wealth advisory, asset protection, retirement benefits administration, and insurance and risk management. With all services and professionals under one roof, clients no longer are caught in the middle of four different offices.

The Value of a Fiduciary

As an independent wealth advisor and fiduciary, we offer unbiased guidance to clients without undue influence of any financial institution or product. We are financial stewards of each client’s finances and our guidance is safely driven by what is in the client’s best interest.

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Securities offered through DAI Securities, LLC. Member FINRA/SIPC. Advisory Services offered through EagleStone Tax & Wealth Advisors. EagleStone Tax & Wealth Advisors is not affiliated with DAI Securities. Financial planning, investment and wealth management services provided through EagleStone Wealth Advisors, Inc. Tax and accounting services provided through EagleStone Tax & Accounting Services.

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Investment products & services are only available to residents of CO, DC, FL, KS, KY, MA, MD, NC, NY, PA, SC, VA & WA.

Licensed to sell insurance and variable annuities in the following States: DC, DE, FL, MD, ME, MI, NC, NJ, NY, PA, SC, & VA.

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