Eddleman & Eddleman, LLC
Founded in 2005,
unabashedly advising from a Judeo-Christian worldview
Eddleman & Eddleman, is a comprehensive financial services firm
providing advice and service solely in a fiduciary capacity
to individuals, family offices, and small businesses.

Learn more about us…

Eddleman Divisions


Eddleman Accounting

“Detailed Accounting; Visionary Guidance.” More…

Financial Planning

Eddleman Financial Planning

“A Different Kind of Financial Advisor!” More…

Investment Advisory

Eddleman Investment Advisory

“We loyally work for you, not Wall Steet.” More…

Venture Capital

Eddleman Venture Capital

“Matching today’s capital with tomorrow’s innovations.” More…

Eddleman Leadership

Adrian Eddleman and Lee Eddleman

Adrian Eddleman, MBA, CSM

Mr. Eddleman heads the firm’s Registered Investment Advisory, Financial Planning and Venture Capital divisions, serving clients throughout the country, advising them on wealth management, financial and estate planning, as well as institutional asset management for credit unions, CPAs, RIAs, broker/dealers, and others. His clients have been featured in Kiplinger’s Magazine and the Wall Street Journal and he’s been quoted by other professionals such as Jane Bryant Quinn and in publications such as Investment News. Find out more here.

Lee Eddleman, CPA MBA

Mrs. Eddleman heads the firm’s accounting division. She loves working with owners of small businesses on their QuickBooks, bookkeeping, accounting, payroll, and tax return preparation needs. She has a knack for helping clients understand their accounting, as well as showing them ways to save time so they can get back to doing what they love. Find out more here.