Our profile

Saving for the future

Whether you’re buying your first home, saving for college or planning for retirement, you don’t have to navigate the future alone. We help you make sense of your finances with advice and investment ideas that fit your life, your goals and your comfort with risk.

Ready to learn more? Let’s start with a complimentary initial consultation to talk about how we can help you move closer to your financial goals.


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Areas of focus

  • Retirement Planning Strategies
  • Investment Management
  • Saving for Education
  • Cash Flow Management Strategies
  • Business Retirement Plans
  • Family Finances
  • Tax Planning Strategies
  • Sustainable and Responsible Investing
  • Insurance
  • Charitable Giving Strategies
  • Wealth Preservation Strategies
  • Estate Planning Strategies

Awards & recognition

  • Eaglecrest Financial Group, Ameriprise Client Experience Award, 2024-2025

Honored to receive recognition

All of us at Eaglecrest Financial Group are honored to share we have received the Ameriprise Client Experience Award. This recognition is a testament to the loyalty of our clients, the dedication of the entire Eaglecrest Financial Group team and the great experience we work so hard to provide for our clients every day.

The Client Experience Award is earned by a practice based on four measurable statistics that reflect the value of goal-based advice to our clients: Client Experience Rating; percentage of clients over a certain asset level in Advice Relationships; percentage of clients over a certain asset level with regular contact and, once the practice has exceeded a minimum amount of Net Flows, the percentage of Net Flows derived from Assets Under Management.

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