Elevate Your Financial Future
Personal Investment Management
Family and Life Planning Strategies
Retirement Planning
Estate Planning and Wealth Transfer Strategies
Our Mission at Eagle Investment Advisors
To help each client achieve their individual Investment and Life Planning goals and objectives by providing unbiased, individual investment advice and guidance.
“Look for three things in a person, intelligence, energy and integrity, if they don’t have the last one, don’t bother with the first two.”
– Warren Buffet
Who We Are
Welcome to Eagle Investment Advisors. We are a fee only, employee-owned registered investment advisory firm in Downingtown, Pennsylvania registered with the Securities and Exchanged Commission (SEC). We provide unbiased investment services to a variety of individuals, families, organizations and other entities.
Our singular focus is our clients. The investments we make are based on you, your goals and objectives and what you wish to accomplish over both the short and long term. Our business is not based on product sales or the number of trades. We are unbiased and free to make the investment decisions that best suit you. Our goal is to provide you with objective and ethical financial management based on your unique financial needs.
Our goal is to assist you, our client, achieve your individual investment and life planning goals and objectives. We do that by providing you with personal, unbiased, individual investment advice and guidance to reach those goals. We are a truly independent financial services firm offering personalized services to our clients. We don’t just say it, we have accomplished it for many years with generations of families around the country.
We like to consider our clients as members of our family, some of which are.
We think long term, act responsibly, take a conversative approach that translates into a strong and stable client relationship.
Our Experience
The principal owners of our firm have combined over 80 years of investment experience.
Eagle Investment Advisors will celebrate 20 years in business in 2026.
Our Partner
Our Partner – Raymond James Financial Services – our/your broker dealer and custodian, keeper of books and records. Raymond James has over 14,000 employees and oversees billions of dollars in client assets as they provide support services to financial advisors like us. Raymond James has numerous operations facilities throughout the country with their main headquarters in St. Petersburg, Florida. Raymond James provides additional services and is able to provide easy to read statements via both paper and online access.