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Transforming Spaces, Enhancing Lives

Since 1999, Eagleson Arndt Financial Advisors (EAFA) has provided personalized financial planning and wealth management services to individuals and small business owners. We believe financial success is about more than just numbers - it's about achieving your dreams and living a fulfilling life.

Our Vision

Our vision is to offer accessible financial planning and wealth management services to everyone who wants to improve their financial future. We understand that traditional financial planning can be expensive and inaccessible to those who need it most. That's why we offer various access platforms to meet your individual circumstances.

Our Services

We offer a comprehensive range of services to address your unique financial needs, including:

Fee-Based Wealth Management

  • Customized portfolio management
  • Investment selection and rebalancing
  • Comprehensive financial planning
  • Ongoing monitoring and review

Subscription-Based Financial Planning

  • Budget and spending analysis
  • Goal setting and prioritization
  • Action planning and accountability
  • Monthly progress tracking and reporting

Hourly Advice

  • Personalized financial guidance on an hourly basis
  • Access to experienced planners for specific financial questions and challenges

Small Business Planning

  • Strategic planning for business finances
  • Retirement plan solutions for your growing company
  • Financial risk management for business operations

Certified Student Loan Advising

  • Personalized strategies to manage and reduce student loan debt
  • Assistance with repayment plans and forgiveness programs
  • Navigation of the complexities of student loan repayment

Our Approach

We take a personalized approach to financial planning, considering your unique goals, fears, circumstances, desires, and willingness to take action. We believe in working collaboratively with you to create a plan that aligns with your life aspirations and financial situation.

Contact Us

To learn more about how we can help you achieve your financial goals, get in touch with us today. We look forward to hearing from you and embarking on your financial journey together.

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