Products

Signal Tracker Data Platform Data Enrichment API Intelligence desk

Solutions

Inward Investment & Aftercare Deal Origination Executive Search Corporate Development Signal-Based Outbound Competitive Intelligence Funding Signals Competitor Monitoring For Sales Teams For Founders For Agencies For Investors

Explore

Companies Live Signals Markets Trends

Resources

Signal Checker Blog Integrations FAQ Contact
Login Book a demo
Eagle Wealth Management logo — The Right Advice is Everything

Eagle Wealth Management

The Right Advice is Everything

Founded 2008 United States Bend, United States 13 employees Financial Services, Insurance +1

General Information

Company Name Eagle Wealth Management
Founded Year 2008
Location United States Bend, United States
Employees 13
Industries Financial Services, Insurance, Wealth Management
Social

BounceWatch is an independent company data service, not affiliated with Eagle Wealth Management. To contact Eagle Wealth Management, visit myeaglewealth.com.

Is this your company?

Confirm with your work e-mail, get the Verified badge and keep this profile correct yourself. Search engines and AI assistants read it every day.

Get Verified

How does Eagle Wealth Management compare?

A PDF of Eagle Wealth Management and up to 10 competitors you pick: team, funding, traffic and every dated move of the last 90 days. Each company is re-checked on the day you order, so it is current.

See a sample report

This takes a few seconds: we look beyond our own index too.

Meeting Eagle Wealth Management soon?

A one-page PDF brief: what it does, key facts, the last 90 days of dated moves and questions worth asking. Re-checked on the day you order. See a sample

About Eagle Wealth Management

Eagle Wealth Management, founded in 2008 and based in the United States, is a financial planning firm with a unique approach. Their slogan, "The Right Advice is Everything," reflects their commitment to providing comprehensive and personalized guidance to clients on their path to financial freedom. The company differentiates itself by offering holistic financial planning, always prioritizing the client's interests as fiduciaries, and focusing on education to build confidence. Their services aim to maximize clients' financial potential, provide greater control over their financial journey, simplify decision-making, and ultimately offer peace of mind. They emphasize continuous communication, trust, transparent fees, and the cultivation of long-lasting relationships. Eagle Wealth Management's focus on client success is evident in their approach, where they aim to work alongside clients, empowering them to enjoy life, spend time with loved ones, and feel secure in their financial plan. The company operates under the umbrella of My Legacy Advisors, LLC, doing business as Eagle Wealth Management. As of the latest available information, no specific details about recent investments or investors are provided. However, the company's dedication to guiding clients toward a secure financial future aligns with the potential for attracting investment as they continue to facilitate their clients' wealth management needs.

Business keywords: financial planning, investment management, fiduciaries, holistic planning, retirement planning, life insurance, health insurance, tax management, estate planning, philanthropy, financial education, continuous communication, fiduciary services, transparent fees

No funding data available for Eagle Wealth Management yet.

Eagle Wealth Management Alternatives & Competitors

View All Alternatives
Eagle Wealth Management vs
Summit Wealth Partners, LLC
Summit Wealth Partners, LLC United States

Live a Well-Informed Financial Life.

16 employees
Finance, Financial Services
Eagle Wealth Management vs
Creative Capital Management Investments LLC (CCMI)
Creative Capital Management Investments LLC (CCMI) United States

Because Money Doesn't Come With Instructions.SM

8 employees
Financial Services, Wealth Management
Eagle Wealth Management vs
Senior Tax and Insurance Advisors, PLLC
Senior Tax and Insurance Advisors, PLLC United States

STA is committed to providing our clients with the best retirement solutions for their financial and...

9 employees
Financial Services, Insurance
View all alternatives

FAQ About Eagle Wealth Management

The Right Advice is Everything
Eagle Wealth Management was founded in 2008.
Eagle Wealth Management is headquartered in Bend, United States.
Eagle Wealth Management operates in Financial Services, Insurance and Wealth Management. Its work centres on financial planning, investment management, fiduciaries and holistic planning.
Eagle Wealth Management has approximately 13 employees.
Top alternatives and competitors to Eagle Wealth Management include Summit Wealth Partners, LLC, Creative Capital Management Investments LLC (CCMI), Senior Tax and Insurance Advisors, PLLC, STRIDE Financial, LKJ Financial. These companies operate in related industries and serve comparable markets. You can compare them side by side on Bounce Watch.
Eagle Wealth Management and Summit Wealth Partners, LLC are both companies in similar industries. Compare their funding, team size, growth signals, and market position on Bounce Watch to see which one fits your needs.

Source: BounceWatch company record for Eagle Wealth Management, https://bouncewatch.com/company/eagle-wealth-management, updated 14 March 2025. When citing, please name BounceWatch and link this page.

Analytics cookies (ours + Google). Cookie Policy

Book a demo 30 minutes