Business Details
8 Years
experience
Your Trusted Partner for Accounting & Investment Services
Founded on the principles of innovation and client-centric service, Eddy Company combines decades of industry experience with cutting-edge technology to deliver seamless accounting and investment management solutions. Our team of certified professionals prioritizes integrative financial planning, offering free individual tax preparation for clients with investment accounts to ensure holistic financial health. We adhere to a fiduciary standard, providing unbiased advice through in-house investment decisions and a fee-only structure that aligns our interests with yours.Our commitment to low-cost, tax-efficient investing and advanced digital platforms ensures your long-term goals are met with precision and security. With a focus on asset allocation and risk management, we construct diversified portfolios designed to weather market fluctuations while maintaining compliance with rigorous regulatory and ethical standards. Client trust is paramount, reflected in our transparent communication, robust data protection measures, and dedication to lifelong learning in an ever-evolving financial landscape.
Services
Investment Management
Tax Preparation
Ongoing Investment Management
Fee-Only Structure
Online Account Access
Regular Portfolio Reviews
Details
- Year established: 2018
Highlights and features
- We offer free individual tax preparation for clients with investment accounts.
- Our independent, unbiased advice ensures recommendations aligned with your goals.
- We utilize state-of-the-art technology for secure virtual services.
- In-house investment decisions provide tailored strategies without external incentives.
- Decades of combined experience in accounting and investment management.
Associations and certifications
- Registered Investment Advisor
- FINRA
- SIPC
- NYSE
What people say
Exceptional service
Expertise in tax-investment integration
Transparent fee structure
Personalized financial strategies
Secure digital platforms
Services
Investment Management
Our investment management service focuses on constructing diversified portfolios tailored to your risk tolerance and long-term goals. We prioritize low-cost ETFs and asset allocation strategies to optimize returns while minimizing fees. Clients receive ongoing portfolio reviews and access to secure online platforms for real-time monitoring.
Tax Preparation
We provide comprehensive tax preparation for individuals, couples, and businesses, including S Corps, LLCs, and nonprofits. Clients with investment accounts receive free individual tax preparation, ensuring seamless integration with their financial planning strategies.
Fee-Only Structure
Our fee-only advisory model eliminates conflicts of interest by charging asset-based fees tiered to account size. This approach ensures recommendations are solely focused on your financial objectives without external incentives or hidden costs.
Online Account Access
Clients gain secure access to real-time portfolio data and account information through advanced digital platforms. This technology-driven solution enables informed decision-making while maintaining rigorous data encryption and privacy protections.
Regular Portfolio Reviews
We conduct periodic portfolio reviews to assess performance against benchmarks and adjust strategies as needed. These sessions focus on maintaining optimal asset allocation and addressing evolving financial goals or market conditions.
People
Brian Eddy
Founder
Brian Eddy Company, MBA, CFA, CFP(R), AEP(R), brings decades of financial expertise to Eddy Company. His career focuses on fiduciary advisory services, combining investment management with tax planning to deliver holistic solutions for clients' long-term financial success.
Questions
What services does Eddy Company Company offer?
We provide investment management and tax preparation services, with free tax filing for clients holding investment accounts.
What is your investment philosophy?
We focus on long-term asset allocation using low-cost ETFs to optimize returns while minimizing fees and tax inefficiencies.
How are your fees structured?
Our fees are asset-based and tiered by account size, ensuring transparency with no hidden costs or commissions.
Are you independent from financial product providers?
Yes, we are a Registered Investment Advisor with no incentives to promote specific funds or products.
How do you protect client data?
We use encrypted digital platforms and comply with strict privacy policies to safeguard your personal and financial information.
Can I access my accounts online?
Yes, clients receive secure online access to portfolio data and account information through our technology platforms.
