Investment Management

Services include:

  • Comprehensive Financial Planning
  • Ongoing Investment Management
  • Fee-Only Structure Aligning Interests
  • Online Account Access
  • Regular Portfolio Reviews
  • Custody of Assets at Large Institutions

Read more about our financial planning and investment management services.   

Special Offer: Account Relationships Above $500,000 Receive Tax Preparation Services with Account Fee


Tax & ACCOUNTING Services

Services include:

  • Payroll Services (Including Tax Reporting)
  • Accounting and Tax Preparation for Individuals/Couples, S Corp.’s, LLC’s, Partnerships and Non-Profits

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Services Included:

  • Free Current Policy Review
  • Term, Permanent and Universal Policies
  • Retirement and Educational Funding Planning


Message From The Founder

Although the principles that founded the accounting and investment professions haven’t changed much over time, the way in which we do business has. Our valuable clients expect and receive the best possible service.  They also get an accounting and financial firm that realizes that to be ahead of the curve, we need to offer the most modern and technologically advanced platforms and methods available to make getting needed services seamless in today’s ever-changing environment.  Combined with our extensive industry experience, we are at the ready to make your tasks and long-term needs in the areas of accounting and investment management easy and enjoyable.  I very much look forward to earning your business and working with you.

Brian T. Eddy, MBA, CFA, AEP(R)

Eddy Company, LLC is an Accounting Services and Registered Investment Advisor and Firm 
Securities offered through Interactive Brokers Group, LLC and Charles Schwab.