EagleStone Tax & Wealth Advisors
Overview
EagleStone Tax & Wealth Advisors, founded in 2006, is a privately held company based in Rockville, Maryland. It offers comprehensive investment management, financial planning, wealth advisory, accounting, and tax planning services predominantly to clients in the Washington, DC, and Baltimore metropolitan areas, as well as nationwide and internationally. Notable for its integrated approach to financial strategies, the firm was founded by James Warring, CPA/PFS, CFP. Recent funding information indicates a total of $4 million was raised, further emphasizing its stable growth trajectory.
Recent Developments
- March 2025: EagleStone Tax & Wealth Advisors released its March 2025 newsletter, providing insights into planning strategies and economic changes affecting tax legislation.
- February 2025: Their February newsletter highlighted the risks associated with distressed loans impacting regional banks, urging clients to ensure their savings were secured.
- January 2025: The company announced the release of their Key Numbers 2025 report, which provides critical tax planning figures for the years 2024 and 2025.
- August 2024: EagleStone completed a funding round, securing $4 million to bolster its advisory services, underscoring its sustained growth and commitment to enhancing client outcomes.
- 2024: The firm actively published articles and newsletters providing advice on tax-loss harvesting and strategic planning in fluctuating market conditions.
Company Information
| Attribute | Information |
|---|---|
| Founding Date | 2006 |
| Headquarters | Rockville, MD, USA |
| Founders | James Warring, CPA/PFS, CFP |
| Revenue | Undisclosed |
| Profits | Undisclosed |
| Key Investors | Over $4 million raised in recent funding round |
| Industry | Financial Services |
| Number of Employees | 11-50 |
Early History
EagleStone Tax & Wealth Advisors was established in 2006, anchored by founder James Warring's vision of an integrated financial solution. The firm began operations with a mission to navigate the complexities of financial decision-making by offering integrated tax, investment management, and financial advisory services. Utilizing a team of experienced professionals holding various credentials such as CPA, MST, CFP, the firm quickly carved out a niche in the financial services industry for individuals and families. Its initial growth was marked by a focus on holistic financial strategies that cater to both tax efficiency and wealth accumulation.
Company Profile and Achievements
EagleStone employs a comprehensive advisory model that integrates tax planning with wealth management strategies. This unique approach is designed to minimize tax liabilities while maximizing asset growth. Throughout its history, EagleStone has achieved significant milestones, such as:
- Expanding its client base across the Washington, DC, Baltimore metropolitan areas, and gaining a nationwide footprint.
- Establishing itself as a trusted advisor by obtaining credentials for its team members, including CPAs and Certified Financial Planners®.
- Raising $4 million in funding as of 2024 to enhance its offerings and expand service capabilities.
- Creating proprietary tools and reports, such as the Key Numbers 2025, aiding clients in navigating complex financial landscapes through personalized strategies.
Current Operations and Market Position
EagleStone Tax & Wealth Advisors continues to thrive as a leading financial advisory firm, offering comprehensive financial solutions. These include investment management, estate and retirement planning, and risk management strategies. The firm's client-centric approach facilitates tailored financial strategies that provide peace of mind through informed decision-making. EagleStone's competitive advantage lies in its integrated service model, which aligns financial and tax strategies, setting it apart in a crowded financial advisory market.
Conclusion
EagleStone Tax & Wealth Advisors remains a pivotal player in the financial services sector by consistently adapting to market changes and client needs. Its focus on integrated financial planning, combined with expert advisory on tax and investment strategies, ensures clients receive comprehensive support for both personal and business financial objectives. As the company looks towards the future, it is poised to maintain its growth trajectory by leveraging its strong foundational principles and client-first philosophy.