Eddy

Eddy Company, LLC is a Registered Investment Advisor and Accounting Services Firm that has been providing top-notch financial services to clients for many years. Our firm is dedicated to upholding the timeless principles of the accounting and investment professions while utilizing the most modern and technologically advanced platforms and methods available. We take pride in delivering unparalleled service and personalized financial solutions to our clients in today's ever-changing environment.

Our founder, Brian Eddy, MBA, CFA, CFP(R), has extensive experience and expertise in the financial industry. Brian is dedicated to building long-term relationships with clients and providing comprehensive financial planning that aligns with their interests. He has built a team of professionals who share his passion for delivering exceptional service and financial solutions.

At Eddy Company, LLC, we strive to provide our clients with a seamless experience in the areas of accounting and investment management. We offer a range of services, including Comprehensive Financial Planning, Ongoing Investment Management, Fee-Only Structure, Aligning Interests, Online Account Access, Regular Portfolio Reviews, and Custody of Assets at Large Institutions. Our clients with open investment accounts receive free individual tax preparation and filing services.

Investment Management Services

Our Investment Management Services are designed to help clients achieve their financial goals through a comprehensive and personalized approach. We offer fee-only investment management services, which means that we don't earn commissions on the investments we recommend. This aligns our interests with those of our clients and ensures that our recommendations are objective and in the client's best interest.

Our investment management services include Comprehensive Financial Planning, Ongoing Investment Management, Online Account Access, Regular Portfolio Reviews, and Custody of Assets at Large Institutions. Our investment management team includes experienced professionals who are dedicated to providing exceptional investment management services.

We use a disciplined and systematic investment approach that is based on careful analysis and research. Our investment philosophy emphasizes capital appreciation and preservation, and we carefully manage portfolio risk to ensure that our clients achieve their financial goals.

Tax & Accounting Services

Our Tax & Accounting Services include Payroll Services (Including Tax Reporting), Accounting and Tax Preparation for Individuals/Couples, S Corp.'s, LLC's, Partnerships, and Non-Profits. We are committed to providing accurate and timely accounting and tax services that are tailored to the needs of our clients.

Our team of professionals includes experienced accountants and tax specialists who are dedicated to delivering exceptional service and personalized solutions. We use the latest accounting and tax software to provide our clients with accurate and timely financial reports and tax returns.

At Eddy Company, LLC, we understand that accounting and tax services can be complex and time-consuming. We strive to simplify the process for our clients and provide them with clear and concise financial reports and tax returns. We are committed to helping our clients maximize their tax savings and achieve their financial goals.

Message from the Founder

Welcome to Eddy Company, LLC. I am Brian Eddy, and I am the founder and CEO of our firm. I am dedicated to providing our clients with exceptional financial services and building long-term relationships.

I understand that choosing a financial services firm can be a difficult decision. That's why I am committed to transparency and integrity in everything we do. We offer a fee-only structure for our investment management services, which aligns our interests with those of our clients. We are committed to using the latest technology and platforms to provide our clients with seamless and personalized services.

I am proud of the exceptional team of professionals we have assembled at Eddy Company, LLC. We are dedicated to delivering exceptional service and personalized financial solutions to our clients.

I invite you to learn more about our firm and the services we offer. Thank you for considering Eddy Company, LLC for your financial needs.

Sincerely,

Brian Eddy, MBA, CFA, CFP(R)