At Eiger, our experienced team will lead you on your ascent to financial independence. As a fee-only wealth management firm, our services include financial planning, investment management, and coordinating your other financial needs.

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We work closely with you to plan and manage for the long term. And we align with your
risk tolerance when it comes to investing your  money. We provide the financial parameters and personal guidance tailored to you so you can feel confident and have the financial peace of mind you deserve.

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Successful investing is anticipating the anticipations of others.” – Warren Buffett

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With this approach in mind, we offer the following financial services…

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• Personalized Investment Strategy and Wealth Planning  – Identifying your
  goals and designing strategies to achieve them.

  • ​Develop a personalized portfolio and monitor the progress

  • Recommendations regarding investment choices

  • One-on-one consultation in person or virtually

• ​Financial Planning Services

  • ​Analysis of your current income needs

  • Portfolio recommendations to attain future income needs

  • Analysis of potential estate tax liabilities

  • Business owner exit planning

• ​Coordinating Financial Affairs (Tax & Estate Planning)

  • ​Tax-wise strategies including tax-advantaged accounts

  • Review of your tax return to help reduce tax liabilities

  • Analysis of your current estate plan and potential tax liabilities

  • Assistance transferring assets to your Living Trust or other entities

  • Review of beneficiary designations and asset titling

• ​Education Expenses Planning

  • College expense planning for your children

  • 529 Plans (for qualified education expenses)

  • Strategy & Consultation