Founded in 2002, EagleStone Tax & Wealth Advisors is an independent, fee-only financial planning and investment management firm. They operate as a fiduciary, meaning they are legally obligated to act in their clients' best interests. The firm's core philosophy is to provide a holistic approach by integrating tax planning and preparation with comprehensive wealth management, serving individuals, families, and business owners with the goal of providing objective, client-centered financial guidance.

Founded in

United States