Eglseder Wealth Management Group

Eglseder Wealth Management Group, Inc. is a leading financial services firm dedicated to providing comprehensive wealth management solutions to individuals, families, and businesses. Located in Easton, Maryland, our team of experienced financial professionals is committed to delivering personalized service and attention to detail that makes a difference in our clients' lives.

Our Approach to Wealth Management

At Eglseder Wealth Management Group, Inc., we understand that wealth management isn't just about money - it's about planning for the milestone moments and transitions that make up your life. That's why we take a holistic approach to wealth management, focusing on five key areas of retirement planning: protection, estate planning, cash flow, income tax reduction, and investments.

We believe that building strong client relationships that last a lifetime is essential to providing the best possible service. That's why we take the time to get to know each of our clients on a personal level, understanding their unique needs, goals, and aspirations. We then work closely with them to develop a customized wealth management plan that takes into account their risk tolerance, time horizon, and investment objectives.

Our Services

Our comprehensive suite of wealth management services includes:

• Retirement Planning: We help our clients plan for their retirement by analyzing their current financial situation, identifying their retirement goals, and developing a customized retirement plan that takes into account their unique needs and circumstances.
• Investment Management: Our investment management services are designed to help our clients grow and preserve their wealth by investing in a diversified portfolio of investments that are aligned with their risk tolerance and investment objectives.
• Estate Planning: We work with our clients to develop a comprehensive estate plan that ensures their assets are distributed according to their wishes, minimizes taxes, and provides for the financial security of their loved ones.
• Insurance Planning: Our insurance planning services are designed to help our clients protect their assets and income from unexpected events, such as disability, critical illness, or death.
• Tax Planning: We work with our clients to develop a tax-efficient wealth management plan that minimizes their tax liability and maximizes their after-tax returns.

Our Team

Our team of experienced financial professionals includes financial advisors, estate planning attorneys, and tax professionals who are committed to providing the highest level of service and expertise. We believe that our team's diverse backgrounds, expertise, and perspectives enable us to provide our clients with a more comprehensive and effective wealth management solution.

CFN Research Team and CFN Planning Team

As a proud member of Commonwealth Financial Network, we have access to a team of experienced research analysts and financial planners who provide us with the latest market insights and financial planning strategies. This enables us to provide our clients with a more informed and objective perspective on their wealth management options.

Your Needs Come First

At Eglseder Wealth Management Group, Inc., we believe that our clients' needs come first. That's why we are committed to providing transparent, objective, and conflict-free advice that is in our clients' best interests. We are an independent financial services firm, which means that we are not beholden to any particular investment product or strategy. This enables us to provide our clients with a more diverse and unbiased set of wealth management options.

We are also committed to protecting our clients' privacy and data security. We have implemented strict policies and procedures to ensure that our clients' personal and financial information is kept confidential and secure.

Thank you for considering Eglseder Wealth Management Group, Inc. as your wealth management partner. We look forward to the opportunity to get to know you and to help you achieve your financial goals and dreams.