Eagle Strategies LLC
Eagle Strategies LLC (CRD# 110826) is a financial advisory firm headquartered in New York, NY. They manage $5,154,244,688 in 29,837 accounts and serve the financial needs of clients across 50 states (or territories).
Total Assets Under Management5,154MILLION
Total Number of Accounts29,837ACCOUNTS
Average Account Value$172,747
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV
Rachel Wilder (CRD# 3231433) is an Investment Advisor Representative working at Wilder Wealth Strategies LLC in Atlanta, GA and has over 17 years of experience in the finance industry.
John Diamond (CRD# 4513328) is an Investment Advisor Representative working at Eagle Strategies LLC in Waltham, MA and has over 14 years of experience in the finance industry. John Diamond has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination,pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which putclients' interests first and comply with the Financial Planning Practice Standards.
Hello, my friends call me Derek or DJ. Thank you for taking the time to visit my website and learn more about our team and what we do. I am the Founder and CEO of Intrepid Wealth Partners. I also have co-founded two other companies, so I suppose you could say I have an understanding of what it means to build a business.
As an American and Irish dual national, who loves to travel, I look at business and life through a global lens, with a broader perspective and vision. My travels throughout the world have taught me that most people are genuinely good and want what is best for themselves, their families, and others. I have had the privilege of meeting some great people along the way, who have helped me expand my horizons, both professionally and personally.
As a Certified Financial Planner® Professional, I specialize working with Entrepreneurs, Founders, and those driving Startup Companies, to help plan ahead for the protection, growth, and eventual transfer of their wealth. I specifically choose to work with these types of clients because I share an understanding and appreciation for what they go through while building their businesses. It was important for me to become a CFP® Professional, thus giving me a broader knowledge of the array of products and services available, while putting my clients interests first, and how to utilize these to best design a holistic, comprehensive financial plan*, based on what my clients need.
In addition to my 10 years of industry experience, I hold a BA from the Univeristy of Minnesota, Duluth. I am a Certified Financial Planner (CFP®) Professional and also hold advanced financial designations from The American College including Chartered Financial Consultant (ChFC®), Chartered Life Underwriter (CLU®) and the Life Underwriter Training Council Fellow (LUTCF). I am also an Investment Adviser Representative (IAR) with Eagle Strategies LLC. I have been a member of the Million Dollar Round Table (MDRT is the standard of excellence in the global life insurance and financial services industry) since 2008, and achieved it's Court of the Table (COT) status since 2010.
Please familiarize yourself with me, my team, and how we help our clients. I hope you find some value in what we do and would love to meet you!
Derek Notman (CRD# 5105881) is an Investment Advisor Representative working at Eagle Strategies LLC in Madison, WI and has over 10 years of experience in the finance industry.
Suzannah Richards (CRD# 5387243) is an Investment Advisor Representative working at Eagle Strategies LLC in Sunrise, FL and has over 8 years of experience in the finance industry.
Jeffery Still (CRD# 6040892) is an RIA working at Eagle Strategies LLC in Hadley, MA and has over 5 years of experience in the finance industry.
For Individuals, innovative products and services available for individuals and families. Key services include:
Wealth Management, Retirement Planning, Estate Planning, Lifetime Income Strategies, Investment Management, Financial Plans, Long Term Care Planning, Life Insurance Planning, 401K and IRA Rollovers.
For Businesses, an array of services to help business owners address their financial needs. Some primary Business services include:
Succession Planning, Key Person Insurance & Buy Sell Agreements.
John Whitmire (CRD# 2442603) is an Investment Advisor Representative working at Eagle Strategies LLC in Greenville, SC and has over 23 years of experience in the finance industry.
For most of us, life is busier than ever. It can often feel as though we don't have enough time to get everything done. Consequently, we tend to spend our time on the most urgent issues in our lives, leaving our long-term planning for later.
The most important things in life are hardly ever urgent.
Our mission is to assist our clients in establishing goals and objectives, and together we design solutions that clarify where you are now and where you want to be in the future. We empower our clients with knowledge and ideas on ways to maximize their financial wealth.
The success of our long-term client relationships is attributed to continuous open communication and trust. Our resources, integrity, and commitment help provide families and businesses with safety, security, and ultimately, peace of mind.
Garrett Harper (CRD# 5983168) is an Investment Advisor Representative working at Eagle Strategies LLC in Lawrence, KS and has over 4 years of experience in the finance industry.
David Reif (CRD# 2405326) is an Investment Advisor Representative working at Eagle Strategies LLC in Horsham, PA and has over 23 years of experience in the finance industry.
Brian Ruh (CRD# 1970199) is an Investment Advisor Representative working at Eagle Strategies LLC in New Holstein, WI and has over 28 years of experience in the finance industry.