Investment AdvisorInvestment Advisory

“We loyally work for you, not Wall Street.”

Eddleman & Eddleman, LLC, is a Registered Investment Advisory firm
providing various investment and financial services
solely in a fiduciary capacity
to individuals and small businesses.

Account Types

  • Taxable
    • Business
    • Individual
    • Joint
    • Trust
    • UTMA
  • Tax Advantaged
    • 401k
    • 403b
    • 457
    • IRA
    • Roth
    • Self-directed IRA
    • SEP
    • SIMPLE
  • Educational
    • 529
    • Educational IRA
  • HSA
  • Annuities

Investment Types

  • Bonds
  • Commodities
  • ETFs
  • Hard Assets
  • Mutual Funds
  • Real Estate
  • Stocks
  • Venture Capital

Investment Management

We understand that managing your liquid investments is as much about managing your risk as it is about optimizing your return. We manage client investments such as stocks, bonds, mutual funds, ETFs, REITs, and other holdings solely in a fiduciary capacity.

Medallion Signature Services

You may have been told that you need a Medallion Signature Guarantee in order to transfer your investments, but you can’t find anyone willing to provide the Guarantee because you are transferring the assets to them. If this is the case for you or your clients, we’d be glad to assist you! Learn more . . .

Taxable Accounts

Sometimes you’ve maximized standard tax shelters or perhaps you’re limited on these due to your income. If this is the case we can certainly help you with a taxable investment account, but before you give up hope, let us take a look at your situation. We’ve sometimes found tax advantaged investing for clients that were overlooked by other advisors.

Rollovers

IRAs, ROTHs, 401ks, 403bs and even annuities are just a few of the many tax advantaged opportunities for long-term investing that we have rolled over and managed for clients. We have extensive experience in not only managing the underlying assets of these types of accounts, but also optimizing the tax benefits. With a CPA on staff, we can help you wade through the many options to better understand the advantages and disadvantages of these various strategies.

Find out more about our . . .