Accounting, Financial Planning, Investment Advisory, and Venture Capital.

If you're looking for a different kind of Advisor, you've finally found us!

We are a Fee-ONLY firm, which means we don't sell anything or earn commissions by selling products. Clients pay us directly to advise them without bias. A client's interests always come before ours and we've structured our firm in a manner to ensure it will always be that way.

We operate two divisions. Eddleman & Eddleman, LLC, primarily serves individuals directly, and Archetype Investment Advisors, LLC, provides a portfolio management platform to other financial professionals. We perform financial planning and provide investment advice such as: investments, taxes, insurance, retirement planning, college planning, estate preparation, legacy or succession planning, retirement plan implementation, retirement plan review and more.

We give advice regarding most types of investments such as: stocks, bonds, exchange trade funds, mutual funds, unit investment trusts, municipal and government securities, annuities, certificates of deposit, money markets, warrants, commercial paper, and real estate.

We continually research and evaluate the factors that are the basis for our portfolio designs Nobel Prize Winning finance and economics such as Modern Portfolio Theory, the Markowitz Efficient Frontier, and the Three Factor Model. We don’t work to beat the market, but rather to achieve the maximized market return verses risk. We only implement statistically sound and valid methods for results.

Eddleman & Eddleman, Inc.

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Eddleman & Eddleman, Inc.

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