Mission and Core Values

Our Mission

To provide our clients with peace of mind by helping them to achieve their financial goals through customized tax and wealth management strategies.
 

Our Core Values

Our core values guide us in our approach to business, our interactions with others, and in our pursuit to achieve our company mission:

Stewardship – We are the stewards of clients’ tax and wealth management needs. The litmus test for our commitment as steward is evidenced in the form of the following question. “Would we be comfortable providing the same advice to our own family members?”

Loyalty – We have pledged an allegiance to our clients, ensuring that prudent choices are made on their behalf. EagleStone understands there will be peaks and valleys in both the markets and in any relationship, but we will remain devoted to our clients.

Community – EagleStone believes a successful life is not measured solely in dollars, but measured in the people and relationships established over time. This is why we not only support EagleStone’s community, but our clients’ community as well – whether it is family, friends, charity, religion, hobbies, sports or passions. We strive to align ourselves with what is important to our clients, and carry those values into our overall philosophy as an organization.
 
 

 

Financial Stability, Security & Freedom

Whether it is a family name or a company name, names are symbolic of who we are and the values we hold dear. The name EagleStone is indicative of our approach and philosophy, and was selected to symbolize financial freedom and strength.

The American Bald Eagle, the national bird of the United States, was chosen by our founding fathers because it is the living symbol of freedom and our nation’s spirit for the pursuit of excellence. It is one of the largest birds in North America and builds the largest nest of any bird in the world. We draw a parallel to these concepts as our goal is to help clients pursue and preserve financial freedom.

Our name and the brand imagery we use works to communicate and reinforce our mission. The Stone symbolizes strength and stability. In wealth management, the fundamental strength of a financial strategy is based on the foundation of the underlying advice implemented. A sound financial design is only as good as its underlying building blocks. Together, “EagleStone” symbolizes our approach to helping clients achieve and maintain financial stability, security and freedom.

Why EagleStone

Your Finances Demand an Integrated Approach

In today’s financial environment, it’s simply not enough for a wealth manager to help high net worth individuals select the best investments. At EagleStone we understand this intimately.

Taxes and Wealth Building are Deeply Connected

A tax-efficient strategy is integral to investment portfolio management. Estate tax reduction is critical to asset preservation, and tax law changes impact long term-retirement independence planning. The bottom line is: prudent investment and financial decisions must be made while considering taxes and vice versa. EagleStone was founded to provide a total financial solution to savvy clients.

As both accomplished tax professionals and Certified Financial Planners, we offer clients an integrated total financial solution that focuses on wealth accumulation, asset protection and risk management.

The multi-disciplinary EagleStone team consists of Certified Financial Planners, CPAs, and professionals with JD and MBA credentials.

Our Independence Provides a Distinct Advantage—The Fiduciary Standard

Our status as a fiduciary is at the core of our organization. We are financial stewards of client finances, and our guidance is driven solely by what is in our clients’ best interest. We are required to put the interests of our clients ahead of our own; we step into our clients’ shoes and make decisions from their perspective.

Our litmus test is the question: “Would we be comfortable providing the same advice to our family members?”
 

With EagleStone as Your Wealth Advisors, You Can Expect:

Independent Guidance – We provide objective, non-proprietary investment services and advice through third party custodians to protect client assets.

Alternative Investments – We provide unique access to fund managers, non-publicly traded REITs, Business Development Companies, tax-beneficial natural gas limited partnerships, private placements and IPOs.

Knowledge – We offer an experienced staff, with professional credentials of CFP^®, CPA, JD and MBA. Our people are a true family of advisors with immense knowledge for client advocacy.

Competitive Fees – We offer a highly competitive fee structure using investments that feature no loads, no commissions, no transaction fees and low costs.

Proprietary Technology & Research – Our investment into research, educational tools, and technology serves effectively to manage client portfolios and diversify risk.

With EagleStone as Your Tax & Accounting Advisors, You Can Expect:

Experience – CPAs with decades of comprehensive personal and business tax and accounting experience, serving hundreds of clients – large and small – through many tax law changes.

Tax Efficiency – We offer an integrated approach for tax-efficient portfolio management, including harvesting tax losses prior to year end.

Easy Fee Structure – We offer a unique flat-fee structure where clients pay either an annual or quarterly fee. We do not nickel and dime clients with bills over phone calls. In fact, we encourage clients to call our offices. This equates to open communication and a superior level of service.

Integrated Services – You no longer need four different advisors who don’t communicate with one another. With taxes, investments, insurance, and estate planning all under one roof, the client no longer gets caught in the middle of four different offices.

In today’s complex financial environment, successful wealth management for individuals demands a comprehensive approach that blends sound portfolio management with tax-efficient strategies.

In the Community

Tunnel to Towers Foundation

EagleStone is proud to be involved with the Tunnel to Towers Foundation, which was created to honor FDNY firefighter Stephen Siller, who after a shift in Brooklyn on 9/11, ran through the Brooklyn Battery tunnel to the twin towers to help. He, along with 342 other firefighters died that day. 287 other firefighters have died from 9/11-related illnesses. The Foundation seeks to raise funds in support of these heroes and their families, providing mortgage-free homes with built-in mobility considerations for the most catastrophically injured veterans and first responders. Each home is designed to address the unique needs of each individual in order to help them re-claim their independence. The homes host a myriad of features such as automated doors and lighting, wider halls and doorways, special showers to accommodate wheelchairs, automatic door openers, cabinets, counters, and stove tops that can be raised and lowered, back-up generators, and central heating and air conditioning systems that can be controlled by tablets.

Kennedy Krieger Institute

The Kennedy Krieger Institute is internationally recognized for improving the lives of tens of thousands of children, adolescents, and adults with neurological, rehabilitative, or developmental needs through inpatient and day hospital programs, outpatient clinics, home and community services, education, and research. Through an interdisciplinary approach to treatment tailored to the needs of each individual, they seek to turn disabilities into abilities. EagleStone is a proud sponsor of KKI’s mission, working to support events and their annual 5k, ROAR for Kids, which helps raise critical funds for research and programs.

The Grate Patrol, The Salvation Army

Each year EagleStone teams up with Scaffold Resources to raise funds on behalf of The Grate Patrol, an on-the-ground outreach arm of Salvation Army, that focuses on meeting the basic needs of the homeless population of Washington, D.C.

The Grate Patrol serves over 44,000 meals yearly, every day of the year. They also provide material assistance, such as blankets, hats, gloves, hygiene kits, work boots, coats, etc., and help with housing applications, substance abuse treatment, navigation of the Social Security benefits, veterans’ benefits, and other services.

Each year the event raises over $30,000, and our participation has helped provide over $150,000 for the foundation.

Bollinger Foundation

The Bollinger Foundation raises funds for the education and support of children who have lost one or both parents, especially families who work in the fields of public or affordable housing, or community and economic development. To date, the foundation has given away over $1million in grants.

Tour de Cookie, The Tree House Child Advocacy Center of Montgomery County

Annually, EagleStone participates in a charity bike ride to raise funds for The Tree House Child Advocacy Center of Montgomery County, which aims to break the cycle of child abuse. Through a collaborative process between the private and public sectors, key professionals come together on behalf of the best interests of victims and aim for early intervention by focusing on prevention, evaluation, therapy, and treatment.

Rukundo Shoe Collection Drive

Rukundo International is a Maryland-based non-profit whose mission is to empower Uganda’s most vulnerable through educational and economic opportunities. Their annual shoe collection drive has resulted in the donation of over 60,000 pairs of shoes over the past 8 years and raised almost $25,000 for the Preparatory School in Uganda. By providing these shoes to communities, their focus is to help build micro-enterprises and give families an opportunity to make a living by re-purposing and selling shoes.

Rockville City Food Drive

Through a collaboration with the City of Rockville Community Services team, EagleStone has helped package holiday gift baskets to assist families and seniors in need with supplies for Thanksgiving and toys for Christmas. The Community Services team works to distribute baskets and gifts through local churches, schools, civic organizations, service clubs, businesses, social service agencies, and individuals. Each year the EagleStone team joins for a day of service, helping organize and prepare gift donations.

Montgomery County Holiday Giving Project; Germantown HELP Holiday Giving

For over 30 years the Holiday Giving Project has provided Thanksgiving and December holiday assistance to low-income households. A network of social workers, school counselors, and other human service professionals refer families in need for holiday assistance to the County’s Department of Health and Human Services. Each year EagleStone teams up with the county and Germantown HELP to sponsor multiple families with children of all ages to bring joy during the Holiday Season.

A Wider Circle

The mission of A Wider Circle is to end poverty. Through integrating on-the-ground services for the creation of stable homes, workforce development, and neighborhood revitalization, their goal is to develop large-scale solutions that incorporate greater awareness and engagement by the community. EagleStone participates in donation drives and volunteer events where we can be a part of this important organization’s mission.

Diversity & Inclusion

EagleStone Tax & Wealth Advisors is committed to creating a diverse and welcoming environment. Our company is strengthened by the diversity of our teams’ backgrounds and experiences; it is through those experiences we garner our greatest strength.

EagleStone Tax & Wealth Advisors fosters an environment of growth, collaboration and teamwork across the firm. Each team member brings unique perspectives and viewpoints to the table. Through our collaboration and teamwork, we strive to bring the most knowledgeable team to each project.

As an equal opportunity employer, EagleStone Tax & Wealth Advisors encourages all qualified applicants to consider joining our team. Each qualified applicant will receive consideration for employment without regard to race, color, sex, age, national origin, religion, sexual orientation, gender identity and/or expression, status as a veteran or any other protected class.

At EagleStone Tax & Wealth Advisors, we believe our strength is found in our people.

Our Mission

To provide our clients with peace of mind by helping them to achieve their financial goals through customized tax and wealth management strategies.
 

Our Core Values

Our core values guide us in our approach to business, our interactions with others, and in our pursuit to achieve our company mission:

Stewardship – We are the stewards of clients’ tax and wealth management needs. The litmus test for our commitment as steward is evidenced in the form of the following question. “Would we be comfortable providing the same advice to our own family members?”

Loyalty – We have pledged an allegiance to our clients, ensuring that prudent choices are made on their behalf. EagleStone understands there will be peaks and valleys in both the markets and in any relationship, but we will remain devoted to our clients.

Community – EagleStone believes a successful life is not measured solely in dollars, but measured in the people and relationships established over time. This is why we not only support EagleStone’s community, but our clients’ community as well – whether it is family, friends, charity, religion, hobbies, sports or passions. We strive to align ourselves with what is important to our clients, and carry those values into our overall philosophy as an organization.
 
 

 

Financial Stability, Security & Freedom

Whether it is a family name or a company name, names are symbolic of who we are and the values we hold dear. The name EagleStone is indicative of our approach and philosophy, and was selected to symbolize financial freedom and strength.

The American Bald Eagle, the national bird of the United States, was chosen by our founding fathers because it is the living symbol of freedom and our nation’s spirit for the pursuit of excellence. It is one of the largest birds in North America and builds the largest nest of any bird in the world. We draw a parallel to these concepts as our goal is to help clients pursue and preserve financial freedom.

Our name and the brand imagery we use works to communicate and reinforce our mission. The Stone symbolizes strength and stability. In wealth management, the fundamental strength of a financial strategy is based on the foundation of the underlying advice implemented. A sound financial design is only as good as its underlying building blocks. Together, “EagleStone” symbolizes our approach to helping clients achieve and maintain financial stability, security and freedom.

Your Finances Demand an Integrated Approach

In today’s financial environment, it’s simply not enough for a wealth manager to help high net worth individuals select the best investments. At EagleStone we understand this intimately.

Taxes and Wealth Building are Deeply Connected

A tax-efficient strategy is integral to investment portfolio management. Estate tax reduction is critical to asset preservation, and tax law changes impact long term-retirement independence planning. The bottom line is: prudent investment and financial decisions must be made while considering taxes and vice versa. EagleStone was founded to provide a total financial solution to savvy clients.

As both accomplished tax professionals and Certified Financial Planners, we offer clients an integrated total financial solution that focuses on wealth accumulation, asset protection and risk management.

The multi-disciplinary EagleStone team consists of Certified Financial Planners, CPAs, and professionals with JD and MBA credentials.

Our Independence Provides a Distinct Advantage—The Fiduciary Standard

Our status as a fiduciary is at the core of our organization. We are financial stewards of client finances, and our guidance is driven solely by what is in our clients’ best interest. We are required to put the interests of our clients ahead of our own; we step into our clients’ shoes and make decisions from their perspective.

Our litmus test is the question: “Would we be comfortable providing the same advice to our family members?”
 

With EagleStone as Your Wealth Advisors, You Can Expect:

Independent Guidance – We provide objective, non-proprietary investment services and advice through third party custodians to protect client assets.

Alternative Investments – We provide unique access to fund managers, non-publicly traded REITs, Business Development Companies, tax-beneficial natural gas limited partnerships, private placements and IPOs.

Knowledge – We offer an experienced staff, with professional credentials of CFP^®, CPA, JD and MBA. Our people are a true family of advisors with immense knowledge for client advocacy.

Competitive Fees – We offer a highly competitive fee structure using investments that feature no loads, no commissions, no transaction fees and low costs.

Proprietary Technology & Research – Our investment into research, educational tools, and technology serves effectively to manage client portfolios and diversify risk.

With EagleStone as Your Tax & Accounting Advisors, You Can Expect:

Experience – CPAs with decades of comprehensive personal and business tax and accounting experience, serving hundreds of clients – large and small – through many tax law changes.

Tax Efficiency – We offer an integrated approach for tax-efficient portfolio management, including harvesting tax losses prior to year end.

Easy Fee Structure – We offer a unique flat-fee structure where clients pay either an annual or quarterly fee. We do not nickel and dime clients with bills over phone calls. In fact, we encourage clients to call our offices. This equates to open communication and a superior level of service.

Integrated Services – You no longer need four different advisors who don’t communicate with one another. With taxes, investments, insurance, and estate planning all under one roof, the client no longer gets caught in the middle of four different offices.

In today’s complex financial environment, successful wealth management for individuals demands a comprehensive approach that blends sound portfolio management with tax-efficient strategies.

EagleStone Tax & Wealth Advisors is committed to creating a diverse and welcoming environment. Our company is strengthened by the diversity of our teams’ backgrounds and experiences; it is through those experiences we garner our greatest strength.

EagleStone Tax & Wealth Advisors fosters an environment of growth, collaboration and teamwork across the firm. Each team member brings unique perspectives and viewpoints to the table. Through our collaboration and teamwork, we strive to bring the most knowledgeable team to each project.

As an equal opportunity employer, EagleStone Tax & Wealth Advisors encourages all qualified applicants to consider joining our team. Each qualified applicant will receive consideration for employment without regard to race, color, sex, age, national origin, religion, sexual orientation, gender identity and/or expression, status as a veteran or any other protected class.

At EagleStone Tax & Wealth Advisors, we believe our strength is found in our people.