Eagle Point Investment Advisors

Welcome to Eagle Point Investment Advisors, a premier financial services firm dedicated to providing personalized wealth management and investment solutions to individuals, families, business owners, and executives. Our team of experienced financial advisors and fiduciaries is committed to helping you achieve your financial goals and objectives.

Our Mission

At Eagle Point Investment Advisors, our mission is to be your trusted financial advocate, acting with integrity and the highest degree of ethics to ensure you receive the utmost care and consideration. We strive to provide each of our clients with increased clarity and confidence in knowing where they stand at all times along the path to pursuing their life goals.

Our Team

Our team comprises experienced professionals with a deep understanding of the complex needs of individuals, families, and businesses in today's rapidly changing financial and economic climate. Our team is led by:

• Edward Hickey, Jr., CRPS, Principal and Partner
• Scott L. Dudley, MBA, AIF, Principal and Partner
• William D. Haddad, MBA, Staff

Our Services

We offer a wide range of services designed to meet the unique needs of our clients, including:

• Investment Planning: We help you create a personalized investment plan tailored to your goals and risk tolerance.
• Financial Planning: Our team helps you develop a comprehensive financial plan that addresses your financial objectives and risk tolerance.
• Retirement Planning: We assist you in creating a retirement plan that ensures a comfortable and secure financial future.
• Estate Planning: Our team helps you develop an estate plan that ensures the protection and distribution of your assets according to your wishes.
• College Planning: We help you plan for your children's education expenses and create a strategy to achieve your financial goals.
• Insurance Planning: We assist you in creating an insurance plan that provides the necessary protection for you and your loved ones.
• Tax Planning: Our team helps you develop a tax plan that minimizes your tax liability and maximizes your after-tax return.
• Trust Services: We offer trust services that provide a secure and effective way to manage and transfer your assets.
• Company Retirement Plans: Our team helps you create a company retirement plan that protects your business from personal and corporate liability while providing investment opportunities for your employees.

Partnership with LPL Financial

Eagle Point Investment Advisors is proud to be a part of LPL Financial, one of the leading financial services companies and the largest independent broker/dealer in the nation. LPL Financial provides us with the resources, tools, and support needed to deliver exceptional service to our clients.

Conclusion

At Eagle Point Investment Advisors, we understand the importance of having a comprehensive financial plan in place to achieve your goals and protect your wealth. Our team is dedicated to providing you with personalized service, expert guidance, and innovative solutions to help you achieve financial security and success. Please contact us to learn more about how we can help you achieve your financial goals.