At Eads & Heald Wealth Management, we take pride in being a boutique wealth management firm with a personal touch. Since 1987, we have been committed to providing our clients with personalized, dynamic financial planning and disciplined investment management strategies that cater to their unique goals. Our mission is simple: to preserve and grow our clients' assets while upholding the highest ethical standards.
Our Services
We offer comprehensive wealth management services that cater to individuals, families, and businesses. Our financial planning services serve as the foundation for our wealth management services, providing a road map for our clients' financial futures. Our investment management services involve generating a custom Investment Policy Statement that defines our clients' investing criteria. We then implement their investment plan through broad diversification, high-quality investments, and appropriate risk exposure.
Our Core Strengths
At Eads & Heald Wealth Management, we prioritize our clients' interests above our own. As a fiduciary for our clients, we act solely for their benefit, placing their interests ahead of our own. Our team of experienced professionals, including certified financial analysts and certified financial planners, works tirelessly to provide our clients with timely and meaningful market insights.
Our History
Eads & Heald Wealth Management was founded in 1987 with a mission to bring institutional-caliber investment management to private clients. Over the years, we have evolved into a full-service wealth management provider, offering customized investment portfolio management and comprehensive financial planning to individuals, families, and businesses.
Our Team
Our team of experienced professionals brings 140 years of combined industry experience to the table. Our portfolio managers and financial planners hold prestigious designations such as the Chartered Financial Analyst (CFA) and CERTIFIED FINANCIAL PLANNER (CFP) designations. Our team members include R. Stewart Eads, Thomas F. Heald, Scott Stewart, and Matthew Eads, each with their own unique expertise and qualifications.
Long-term Relationships and Excellent Performance
Many long-time clients praise Eads & Heald for their exceptional investment services. Raymond A. Bedgood, a satisfied client of 26 years, values the company's expertise and personal touch, which gives him confidence in both up and down markets. Steve Grable, another long-time client, has been investing with Eads & Heald for 20 years and is impressed with their performance, citing their ability to navigate different economic conditions effectively.
Exemplary Service and Responsiveness
Both clients highlighted the company's professionalism and responsiveness. Steve Grable noted the company's positive approach and professionalism, which is evident in their communication and handling of client relationships.
