Home – Get To Know Us

Get To Know Us

 

Our Watchful Eye. Your Peace of Mind

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:

Independence – Our status as an independent advisor and fiduciary is the foundation of who we are. Our independence means that we are obligated to provide unbiased guidance to clients without undue influence of any major financial institution or product. Our status as a fiduciary requires us to act in and recommend actions based on the best interest of our clients.

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

Trust in your financial and tax planning experts is essential. If you have nagging questions about your path, it’s impossible to achieve peace of mind and enjoy the wealth you have worked so hard to create. Doubt in your plan can lead to rash decisions that can negatively impact your financial position, both short and long term. If you have questions about your financial future, allow us to help you achieve peace of mind.

EagleStone Tax & Wealth Advisors, Inc. is an independent, SEC registered Investment advisory (RIA) firm serving clients nationally and internationally from its offices in the Washington, DC/Baltimore metropolitan area. We provide a full spectrum of investment management, financial planning, wealth advisory, accounting, and tax planning services.

Our comprehensive and integrated approach – considering the implications of taxes and investment decisions on a client’s wealth – recognizes the expanding complexity of financial decision making. Our objective is to help clients develop and implement financial strategies allowing them to achieve financial confidence, security and peace of mind.

Our History

Over a period of 12 years, Founder/CEO James D. Warring worked diligently as a shareholder at a major DC-area Certified Public Accounting firm. During his tenure there, Jim noticed a growing number of clients approaching him for more than just accounting and tax advice. Clients also needed comprehensive wealth planning and investment management advice. They wanted it to come from a trusted source, from someone who knew their entire financial situation.

In 2007, encouraged by the opportunity to be truly a steward of clients’ finances, he founded and created EagleStone to address a broad range of financial needs from accounting and tax issues to financial planning and investment management. Seven years later, with more than 15 full-time employees, EagleStone is thriving in its continued efforts to provide quality efforts to provide quality service to clients.

 

Join The Conversation

Please join our Online Community by providing us with your email address. We periodically send interesting and compelling news articles, blog posts, market/trend analysis and financial educational information. We have respect for your privacy and therefore will keep your email confidential. Don’t forget to find us on Facebook, LinkedIn and Twitter!




* indicates required

 

Our Watchful Eye. Your Peace of Mind

Trust in your financial and tax planning experts is essential. If you have nagging questions about your path, it’s impossible to achieve peace of mind and enjoy the wealth you have worked so hard to create. Doubt in your plan can lead to rash decisions that can negatively impact your financial position, both short and long term. If you have questions about your financial future, allow us to help you achieve peace of mind.

EagleStone Tax & Wealth Advisors, Inc. is an independent, SEC registered Investment advisory (RIA) firm serving clients nationally and internationally from its offices in the Washington, DC/Baltimore metropolitan area. We provide a full spectrum of investment management, financial planning, wealth advisory, accounting, and tax planning services.

Our comprehensive and integrated approach – considering the implications of taxes and investment decisions on a client’s wealth – recognizes the expanding complexity of financial decision making. Our objective is to help clients develop and implement financial strategies allowing them to achieve financial confidence, security and peace of mind.

Our History

Over a period of 12 years, Founder/CEO James D. Warring worked diligently as a shareholder at a major DC-area Certified Public Accounting firm. During his tenure there, Jim noticed a growing number of clients approaching him for more than just accounting and tax advice. Clients also needed comprehensive wealth planning and investment management advice. They wanted it to come from a trusted source, from someone who knew their entire financial situation.

In 2007, encouraged by the opportunity to be truly a steward of clients’ finances, he founded and created EagleStone to address a broad range of financial needs from accounting and tax issues to financial planning and investment management. Seven years later, with more than 15 full-time employees, EagleStone is thriving in its continued efforts to provide quality efforts to provide quality service to clients.

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:

Independence – Our status as an independent advisor and fiduciary is the foundation of who we are. Our independence means that we are obligated to provide unbiased guidance to clients without undue influence of any major financial institution or product. Our status as a fiduciary requires us to act in and recommend actions based on the best interest of our clients.

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

 

Join The Conversation

Please join our Online Community by providing us with your email address. We periodically send interesting and compelling news articles, blog posts, market/trend analysis and financial educational information. We have respect for your privacy and therefore will keep your email confidential. Don’t forget to find us on Facebook, LinkedIn and Twitter!




* indicates required