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The EagleStone Story
Far and away the best prize that life offers is the chance to work hard at work worth doing. – Theodore Roosevelt
The EagleStone story begins with its Founder and current President CEO, Jim Warring. Over a period of twelve years Jim worked diligently as a shareholder at a major DC area certified public accounting (“CPA”) 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, and they wanted it to come from a trusted source; from someone who knew their entire financial situation. In 2007, encouraged by the opportunity to truly be a steward of his clients’ finances, Jim finally took the leap and created EagleStone Wealth Advisors, Inc., an independent, SEC registered investment advisory (“RIA”) firm capable of addressing a broad range of financial needs from accounting and tax issues to financial planning and investment management. Five years later, with over ten full-time employees, EagleStone is thriving in its continued efforts to provide quality service to clients.
EagleStone Wealth Advisors, Inc. is an independent, SEC registered investment advisory (“RIA”) firm serving clients primarily in the Washington, DC – Baltimore metropolitan areas. EagleStone also services clients located both nationwide and internationally. We provide a full spectrum of investment management, financial planning, wealth advisory, accounting, and tax planning services. Our comprehensive and integrated approach, where we review the implications of taxes and investment decisions on a client’s wealth, recognizes the expanding complexity of financial decision making. We are uniquely qualified, having various professional credentials such as CPA, MST, CFP, MBA, JD, etc. and decades of experience, to provide informative solutions that help our clients achieve their financial objectives. Our overall objective is to help clients develop and implement financial strategies allowing them to achieve financial confidence, security and peace of mind.
James D. Warring, CPA/PFS, CFP®
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