Investment Management
Adhering to a long-term investment plan though market fluctuations versus attempting to time the market is the core of the firm’s advice.
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Financial Planning
Without a complete plan in dealing with your finances, it is easy to steer off track. Although many advisors can complete a financial plan for you, a planner with the CFP® designation is especially trained and educated to complete this important process for you.
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Business Consulting
Going beyond just outlining a business plan, we offer bookkeeping, payroll, tax planning, and tax preparation so that you can focus on what makes your business successful.
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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. Because of our commitment to integrative financial planning and long-term relationships, all clients with open investment accounts receive free individual tax preparation and filing service. I very much look forward to earning your business and working with you.
Brian Eddy, MBA, CFA, CFP(R)
Eddy Company, LLC is a Registered Investment Advisor and Accounting Services Firm
Securities offered through Interactive Brokers Group, LLC.
Member FINRA/SIPC/NYSE.
For more information on the financial stability and client security measures of Interactive Brokers Group.
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