Eagle River Financial

We founded Eagle River Financial because we felt that many investors were being underserved by the typical Wall Street model of an investment firm: the one where they sell you their own products in order to meet their target sales goals, not your financial ones. 

When you go to a big financial professional with a famous Wall Street name, you don't necessarily get that individual choice. While many big-name firms offer quality investment products, the same ones that an independent financial professional can offer you, they are often chosen by a big corporation. Your investment choices may often be limited choices and there may be hidden agendas. We don't think that's the right way to do business.

Here's what we think is the right way to do business:

  • Care for our clients in the way we'd want for ourselves. We founded Eagle River Financial to be the kind of place where we'd want to be clients, if we didn't already work here! We'd want to be respected, informed, and heard. We don't expect our clients to demand any less.
  • Know our clients and their goals. We understand that investing is more than just a numbers game. There's emotion involved as well. People assign different values to money and approach investing for many reasons. The so-called best investments aren't necessarily the best for everyone. When we first get to know each other, we'll ask you a lot of questions so that we can learn about you as a person, and we'll tailor your investments accordingly. We want to be just as excited about your dreams as you are.
  • Treat clients like people, not like portfolio balances. One thing you'll notice about our firm is that we're friendly. Down-to-earth. Good listeners. Having been in the business a long time, we've encountered this mix of attitudes—and a whole lot of market cycles (both good and bad!). We've got a lot of perspective that can help keep you on an even keel through the ups and downs.
  • Empower clients to feel confident about their decisions. You don't have to know the difference between an REIT and a UIT when you come to see us. We're happy to explain it to you if you're curious. If you're not, that's okay, too. Some clients want to take more of a hands-on role in the investment process; others want nothing to do with it. Either way, our goal is to make sure you sleep easily at night, secure in the knowledge that your money is working effectively for you.