Most people love making money and love spending it, but love to avoid talking about it.  Whether it be saving towards a specific goal or just getting a handle on all of your expenses, I’m here to help and get the conversation started.  Let’s talk.



You worked hard to earn your money and I will customize an investment plan that incorporates your goals, risk appetite, and time horizons.  Every dollar invested should have purpose; it is our job to identify it.  The core principals behind Eagle Grove's investment management are: 

Need a teammate to help define and reach your goals?  This is an ongoing relationship similar to your gym membership but instead of physical fitness, its financial fitness.  I am here to offer unlimited email support and meet with you a few times throughout the year to make sure you are on track to meet your goals.  This plan also includes: 

  • Diversification

  • Disciplined approach

  • Transparency

  • Tax-efficiency

  • Low portfolio expenses

  • Rebalancing

  • Access to our technology platform

  • Check-ins to keep you on track and hold you accountable

  • Introductions to trusted professionals that help you execute your plan

Investment management is offered as a separate service and starts at 0.95% for the first $500,000 with breakpoints after that.  

Initial planning fee is between $1,000 and $2,500 and then an ongoing monthly fee of $300 to $1,000 per month based on the complexity of the relationship.

Investing should be more like watching paint dry or watching grass grow. If you want excitement, take $800 and go to Las Vegas.
— Paul Samuelson, economist and Nobel Prize receipt