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.
Certified Public Accounting
Detailed Accounting; Visionary Guidance.
A Different Kind of Financial Advisor!
We loyally work for you, not Wall Street.
Matching today’s capital with tomorrow’s innovations.
“He who supplies seed to the sower and bread for food will supply and multiply your seed for sowing and increase the harvest of your righteousness. You will be enriched in every way to be generous in every way . . .”
– 2nd Corinthians 9:10-11
Decades of experience; Proven results.
Estate and Multigenerational Planning
Family Office Management
Tax Planning and Preparation
Guiding businesses from Startup to Success.
Eddleman IMPACT Fund
Judeo-Christian, Biblically responsible IMPACT Investment
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.