We partner with and advocate for you in pursuing your unique goals. We take the stress out of your financial future. Eads & Heald is a boutique wealth management firm with a personal touch, the type of relationship that is increasingly rare in today's tech-driven world. Financial Planning serves as the foundation for our wealth management services.
It allows us to generate a road map for your future. Through monitoring your situation, ongoing communication, and meetings, we help keep you on track to your financial goals. Investment Management is a critical piece of the financial plan. We work with you to generate a custom Investment Policy Statement defining your investing criteria.
It allows us to generate a road map for your future. Through monitoring your situation, ongoing communication, and meetings, we help keep you on track to your financial goals. Investment Management is a critical piece of the financial plan. We work with you to generate a custom Investment Policy Statement defining your investing criteria.
Services
Eads & Heald was founded in 1987 with the mission of bringing institutional-caliber investment management to private clients. Through the years, the firm has morphed into a full-service wealth management provider serving individuals, families, and businesses. Eads & Heald Wealth Management brings 120 years of combined industry experience to its clients.
Comprehensive wealth management from financial planning to investment management implementation. Our portfolio managers have over 120 combined years of experience through nearly every type of market condition. We remain steadfastly focused on time-tested fundamentals, ignore market fads or manias, and provide you with consistent management designed to meet your unique goals.
