Our Services

Los Angeles Financial Advisors Providing Comprehensive Wealth Management


Most individuals never experience the benefits of comprehensive wealth management.

When we start a new relationship with a client, we usually find that they have experienced “wealth management” in a series of unrelated inconsistent transactions. The transactions could have been designed to pursue investment returns or manage tax issues, but rarely have their previous advisors discussed investment philosophy or incorporated one’s holistic objectives into the strategy.

At Eddy Financial, Bob and Andrew become your wealth strategists. We do not hand you off to “relationship managers” or other advisors with less experience or personal contact with you. We explain why Bob’s over 40 years of experience has brought us to our Evidence-Based investment philosophy, which is supported by decades of empirical research by Nobel Prize Winning Economists.

We listen to your needs, and partner with you to develop reasonable objectives that take into account a multi-generational perspective. We are uniquely qualified in this regard, as a father and son team — Bob from the Baby Boom generation and Andrew from Gen X.

OVERVIEW OF SERVICES

  • INVESTMENTS
  • Portfolio Design Analysis
  • Risk Analysis and Management
  • Tax Optimization of Portfolios
  • Investment Policy Statements (IPS)
  • Comprehensive Reporting
  • RISK MANAGEMENT
  • Asset Protection Strategies
  • Insurance Analysis
  • Earned Income Protection
  • Family Income Protection
  • Long Term Care Insurance
  • PHILANTHROPY
  • Giving Strategies and Management
  • Negotiating Complex Gifts with Charities
  • Conservation Strategies
  • ESTATE PLANNING
  • Strategy and Goal Setting
  • Sophisticated Planning Solutions
  • Integrating Plan into Family Dynamics
  • FAMILY MANAGEMENT
  • Multi-Generational Advice
  • Facilitate Family Planning Discussions
  • Integrating Plan into Family Dynamics
  • YOUR BUSINESS
  • Business Life Insurance Planning
  • Estate Planning
  • Buy-Sell Planning
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