Eddy

At Eddy Company, LLC, we understand that the principles that founded the accounting and investment professions haven't changed much over time, but the way we do business has. We are dedicated to providing our valuable clients with the best possible service, leveraging the most modern and technologically advanced platforms and methods available to make getting needed services seamless in today's ever-changing environment.

Our founder, Brian Eddy, MBA, CFA, CFP(R), has extensive industry experience and a deep commitment to integrative financial planning and long-term relationships. We are proud to offer comprehensive financial planning, ongoing investment management, and a fee-only structure that aligns our interests with those of our clients. Our clients with open investment accounts also receive free individual tax preparation and filing service as part of our commitment to their overall financial well-being.

We are a registered investment advisor and accounting services firm, with securities offered through Interactive Brokers Group, LLC, a member of FINRA/SIPC/NYSE. We are also affiliated with Charles Schwab, providing our clients with the security and stability of working with large institutions. Our team is dedicated to making your tasks and long-term needs in the areas of accounting and investment management easy and enjoyable.

Investment Management Services

Our investment management services include comprehensive financial planning, ongoing investment management, a fee-only structure, online account access, regular portfolio reviews, and custody of assets at large institutions. We believe in aligning our interests with those of our clients, ensuring that we are working together towards the same financial goals.

In addition to our standard services, we offer a special offer for account relationships above $500,000, which includes tax preparation services with account fee. We are dedicated to providing personalized service and tailored solutions to meet the unique needs of each client.

Tax & Accounting Services

Our tax and accounting services include payroll services, accounting and tax preparation for individuals, couples, S Corps, LLCs, partnerships, and non-profits. We also offer free current policy reviews, term, permanent, and universal policies, as well as retirement and educational funding planning.

At Eddy Company, LLC, we understand the importance of staying current with the latest developments in tax law and financial planning. Our team is constantly updating our knowledge and skills to ensure that we can provide the most effective and efficient solutions for our clients.

Insurance Services

Our insurance services include free current policy reviews, term, permanent, and universal policies, as well as retirement and educational funding planning. We believe in helping our clients make informed decisions about their insurance needs and ensuring that they have the coverage they need to protect their financial futures.

Testimonials

We are proud to have received positive feedback from our clients, who appreciate our personalized service, extensive industry knowledge, and commitment to their financial well-being. Our goal is to build long-term relationships with our clients and help them achieve their financial goals.

Connect and Follow

We invite you to connect with us on social media and follow our updates on the latest developments in accounting, investment management, and financial planning. We are dedicated to staying current and providing our clients with the most effective and efficient solutions to meet their unique needs.