How does the advisor help clients – Key Takeaways:
EADS & HEALD WEALTH MANAGEMENT is a financial advisory firm that has been in business for over 20 years. They are known for providing expert financial advice and services to clients of all types.
- They develop customized financial plans based on each client’s unique needs and goals.
- Their team of experienced advisors works closely with clients to help them achieve their financial objectives.
- EADS & HEALD WEALTH MANAGEMENT offers a wide range of financial services, including investment management, retirement planning, estate planning, and tax planning.
- They are committed to providing transparent and objective advice, with their clients’ best interests in mind.
Facts and Insights:
According to publicly available data, EADS & HEALD WEALTH MANAGEMENT has over $500 million in assets under management. They currently have a team of 5 advisors who are dedicated to serving their clients’ financial needs.
EADS & HEALD WEALTH MANAGEMENT has been in business since 2000, and their advisors have a combined experience of over 50 years in the financial industry. This extensive experience allows them to provide valuable insights and strategies to their clients.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 5 | 20+ years |
Financial Services Offered:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance services
Client Types:
EADS & HEALD WEALTH MANAGEMENT works with a diverse range of clients, including individuals, families, and small business owners. They also have experience in serving high-net-worth individuals with complex financial needs.
Fees & Compensation:
EADS & HEALD WEALTH MANAGEMENT operates on a fee-only basis, meaning they do not receive commissions or kickbacks for recommending specific products or services. Their fees are based on a percentage of the assets under management, ensuring their interests are aligned with their clients’ interests.
Background:
EADS & HEALD WEALTH MANAGEMENT was founded by John Eads and Linda Heald, who both have extensive experience in the financial industry. They are also supported by a team of dedicated and knowledgeable advisors who are committed to helping clients achieve their financial goals.
Financial Advisor Disclosures to Know:
As a registered investment advisor, EADS & HEALD WEALTH MANAGEMENT has a fiduciary duty to act in the best interests of their clients. They are also required to disclose any potential conflicts of interest and any disciplinary actions taken against them by regulatory bodies.