At Eagle Wealth Management, you’ll have a team who’s genuinely on your side and excited to help you reach your goals. Unlike big banks, insurance companies, or investment firms that push their own products to meet sales targets, we believe financial advice should always be about you — not quotas or commissions. With us, it’s different.
Fiduciaries — We put YOU first and always act in your best interest.
Independent Firm — No in-house products or hidden agendas. We’re free to recommend the right solutions for your needs.
Salaried Advisors — Our advisors work on salary, not commission. Their recommendations are focused on what's best for you, not their paycheck.
Transparent Prices — As a fee-based firm, you’ll always know exactly what you’re paying and why. Clear, simple, and fair. No surprises.
Our team has grown naturally, often bringing people on board not because we needed to at the time, but because we came across talent we just couldn’t pass up. This has led to a group of creative, resourceful individuals who hold integrity, ethics, and professionalism to the highest standards. Serving clients since 1997, we’re proud to provide financial planning, wealth management, and tax services in Oregon, California, and across the United States.
