At Eagle Capital Advisors, we pride ourselves on our experience and expertise in financial planning and wealth management. With over 100 years of combined experience, our team has seen it all when it comes to the markets. However, the most important thing we’ve learned is that it’s not about us. It’s about you. Our clients are our top priority, and we are dedicated to helping you make sense of your financial matters. We understand that the world of finance can be confusing, so we explain things in a straightforward manner. And we always do what’s best for you, even if that means making decisions that we believe aren’t popular with the markets. We’re here to help you address all the important questions in your life, and we will always be there with a helping hand. So if you’re looking for a different kind of financial advisor, look no further than Eagle Capital Advisors. We’re here to make a difference in your life.
Here are other distinctions you may want to consider:
CLOSE CLIENT RELATIONSHIPS
We don’t just see our clients as clients, we see them as part of our extended family. We take the time to get to know all of you well, right down to your pets’ names. And we’re always thrilled to hear about your children and grandchildren’s latest accomplishments. We enjoy sending handwritten notes for everything from birthdays and anniversaries to get-well cards. It’s just our way of showing how much we care. So when you’re ready for us to help you make your financial dreams a reality, we hope you’ll give us a call. We’ll be here waiting with open arms (and maybe even a birthday cake).
HONESTY AND TRANSPARENCY
Eagle Capital Advisors is a different kind of investment company. We’re based in East Texas, but our clients are nationwide. We invest in people, not just companies. And we’re not afraid to take a hands-on approach. Our goal is to help our clients succeed. Everything our financial advisors do is transparent and explained. We have nothing to hide and want you to know what you own. We show our process and welcome questions. We truly appreciate our relationships and treat people how they want to be treated.
Wealth management is all about helping you to achieve your financial goals. We take a comprehensive approach, looking at all aspects of your life and what matters to you in order to create a tailored plan designed to get you there. Our wealth of experience and expertise means we are distinctly placed to provide bespoke solutions to your specific needs. Whether you’re looking to maximize your wealth potential, preserve your assets, or plan for retirement, our financial advisors can help. We take pride in getting to know our clients and their individual circumstances in order to provide high quality service.
HANDS-ON INVESTMENT MANAGEMENT
Investing your hard-earned money is a big decision and one that deserves to be handled with care. Here at Eagle Capital Advisors, we take a personal interest in every one of our clients and their portfolios. We get to know you and your financial goals so that we can build a strategy that is tailored to your needs. And because we are an independent wealth management company, we are able to offer unbiased advice and recommendations. We also believe in transparency and will always keep you updated on what is happening with your money and investments. You can rest assured that your wealth is in good hands with us.
OUR AFFILIATION WITH RAYMOND JAMES
Raymond James is one of the largest wealth management and financial services firms in America. It has a unique culture of independence that allows its advisors to offer objective advice without any pressure to push proprietary investment products. The firm’s 4,400 professionals in its St. Petersburg, Florida, headquarters provide all the support and resources needed to serve the needs of clients. Our association with Raymond James Financial Services allows us at Eagle Capital Advisors to provide a wide range of services including money management, asset management, estate planning, and more. We pride ourselves in giving our clients the financial confidence and reassurance they deserve, and a commitment to excellence which we believe makes us a great choice for those looking for comprehensive wealth management services.