Eagle Investment Advisors
SEC RegisteredElevate Your Financial Future
About the firm
Eagle Investment Advisors is a fee-only, employee-owned registered investment advisory firm located in Downingtown, Pennsylvania, registered with the Securities and Exchange Commission (SEC). The firm provides unbiased investment services to a variety of individuals, families, organizations, and other entities. The principal owners have combined over 80 years of investment experience and the firm will celebrate 20 years in business in 2026.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Personal investment management, family and life planning strategies, retirement planning, estate planning and wealth transfer strategies, and unbiased individual investment advice and guidance.
Who they serve
Individuals, families, organizations, and other entities, including generations of families around the country.
Leadership
Office locations
Advisors at this firm
2 advisors in the directory
Regulatory & compliance
Data as of February 19, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Eagle Investment Advisors has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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