Rockville, MD – James D. Warring, Founder and CEO of EagleStone Tax & Wealth Advisors, has been named Washington D.C.’s 2015 Money Manager of the year. Jim was selected as one of four winners out of 20 finalists. Jim founded EagleStone Tax & Wealth Advisors in 2007 as an independent, SEC Registered Investment Advisor (RIA) firm serving clients nationally and internationally from its offices in the Washington, DC/Baltimore metropolitan area. EagleStone provides a full spectrum of investment management, financial planning, wealth advisory, accounting and tax services. EagleStone’s comprehensive and integrated approach – considering tax and investment implications – recognizes the expanding complexity of financial decision making. EagleStone’s objective is to assist clients in developing and implementing financial strategies which allow them to achieve financial confidence, security and peace of mind.
Smart CEO recognizes those individuals that represent the best and brightest in the region, and have dedicated themselves to helping their clients navigate and manage the complex financial landscape of their lives and businesses.
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Prepared by Broadridge Investor Communication Solutions, Inc. Copyright 2015