You need someone you can trust to manage your wealth without costing you more time, money and energy. At Eugenias Advisory Group (EAG), we take a comprehensive wealth management approach, and we truly work for your best interests. We act as a fiduciary, which means we are required by law to act in the best interests of our clients.
We're transparent as an independent fee-only firm. We're truly independent because we're compensated only by our clients, not by commissions or third-party fees. We serve clients nationwide. We have offices in Brentwood, TN and Gadsden, AL, but we manage your wealth whether you are in Maine, Hawaii or anywhere in between.
We're transparent as an independent fee-only firm. We're truly independent because we're compensated only by our clients, not by commissions or third-party fees. We serve clients nationwide. We have offices in Brentwood, TN and Gadsden, AL, but we manage your wealth whether you are in Maine, Hawaii or anywhere in between.
Services
Velda has been in the financial services field her entire career with the last 25 years concentrated in financial planning and investments. She gained a lot experience while employed nine years at a national bank as an investment officer working in the brokerage field. She earned her CFP designation in 2000 and previously held the NASD series 6, 63 and 7 along with having an insurance license and a real estate license for years.
As your financial quarterback, we develop effective strategies tailored to your specific objectives, and we actively work with other professionals serving you. This is part of a comprehensive wealth management solution that includes both Financial Planning and Investment Management. In conjunction with the financial plan we develop for you, we manage your financial assets and other investments.
Finding someone you trust to manage your wealth is one of the most important things you can do. Our clients experience the EAG difference when they work with us. Only 25% of all financial advisors hold this rigorous designation. However, this is just the starting point when looking for a financial advisor, as many CFP Professionals earn commissions and third-party fees by selling financial products.
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