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
Independent, non-proprietary advisory services specific to investment goals and objectives
Retirement plan design, consultation, and administration for your business
INSURANCE & ANNUITIES
Insurance planning for businesses and individuals
Benefits options, consulting, and access to insurance for your business and employees
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.
ESTWA Welcomes Olac Pallan as Director of Portfolio Management
I am pleased to announce that Olac Pallan joined EagleStone Tax & Wealth Advisors as Director...
EagleStone is growing!
EagleStone is growing! We’ve merged in the firms of Polan & Hollis, LLC, and Benz Guardia Associates, PC, both of Rockville, MD. Welcome all new clients and team members.
MarylandSaves program launched to help small business owners offer retirement benefits to employees
MarylandSaves is a program that will require eligible employers to establish a retirement savings plan for their employees.
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.
Download our Form CRS (Client Relationship Summary) by clicking here.
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Download our ADV Part 2A brochure by clicking here.
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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.
© EagleStone Tax & Wealth Advisors 2023. All rights reserved.