Eagle Valley Wealth Management

Overview

Eagle Valley Wealth Management is a small, independent registered investment adviser focused on serving individual and family clients, along with a handful of small-business relationships. The firm’s work centers on financial planning and portfolio management rather than large-scale institutional mandates. Its fee approach leans toward fixed and hourly pricing, indicating an emphasis on advice and planning engagements instead of traditional asset‑based fees. Investment activity is concentrated in public investment vehicles, with a clear preference for mutual funds and other packaged public funds. The firm does not position itself as a capital allocator to private fund managers and does not flag ESG investing or pension consulting as part of its practice. Its limited scale and discretionary mandate suggest a hands-on, personalized advising model aimed at a very small client base.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices