Today's Needs,
TOMORROW'S
DREAMS.
At Eaglerock, we take the time to get to know you, learn about your financial goals, and educate you on how to pursue them. No judgment, no decisions made without your input. Just customized, actionable financial advice that works for you and the people you care about.
As a valued financial advisor in Newburyport since 1998, we help clients feel empowered to take control of their money and find a more balanced financial future.
Eaglerock provides fiduciary services to our advisory clients, first and foremost. We listen, educate, and act in your best interest, always. Come to us with everything you’ve got: dreams, debt, inheritance, heartache. We’ll meet you where you are and chart a course to where you want to go.
Design and maintain a customized investment portfolio that aligns with your holistic, goals-based financial plan.
Focus on retirement readiness to ensure financial independence later in life, wealth transfer, and philanthropy.
Align tax savvy strategies with your personal financial goals and business ventures to keep more of what you earn.
Gain perspective and advice on how to manage your estate and safeguard your family’s assets to leave a lasting legacy.
Factor wellness into your overall financial plan to ensure that your strategy evolves as your life changes.
Connect with an advisor to help you navigate the financial and emotional complexities of receiving an inheritance.