For decades, our firm has successfully guided our clients through the gloom of the bear and the boom of the bull markets. We invite you to discover how we can do the same for you.

CLICK HERE TO ACCESS FORM CRS

Client Relationship Summary

Our Mission

One of our main reasons for founding the firm was very personal. We witnessed many around us not understanding the importance of planning, believing that the stock market was rigged thereby only a few were successful. We have developed a reputation for gently educating our clients through understanding of investments, how they collectively work together to minimize risk, how long-term investing can function to meet their financial goals and leave a legacy for their heirs.

With each client we strive to get a clear understanding, so that we can manage, grow and protect their personal wealth and be with them every step of the way.

  • Get a clear understanding of our clients

  • Manage, grow, and protect their personal wealth

  • Be with them every step of the way

Our Mission

One of our main reasons for founding the firm was very personal. We witnessed many around us not understanding the importance of planning, believing that the stock market was rigged thereby only a few were successful. We have developed a reputation for gently educating our clients through understanding of investments, how they collectively work together to minimize risk, how long-term investing can function to meet their financial goals and leave a legacy for their heirs.

With each client we strive to get a clear understanding, so that we can manage, grow and protect their personal wealth and be with them every step of the way.

  • Get a clear understanding of our clients

  • Manage, grow, and protect their personal wealth

  • Be with them every step of the way

Our Services

Individuals, Families & Trusts

EYH has deep experience and specializes in forming lifelong partnerships with our clients by providing quality planning and investment advice, along with excellent client service.

Businesses

Investment Consultants to 401(k) Plans
EYH has been advising and managing pension plans since 1986. As a Registered Investment Adviser (RIA), we act as a co-fiduciary to your Plan.

Ready to grow your Portfolio?

Get started today.

Become a Client

Ready to grow your Portfolio?

Get started today.

Become a Client

Get our Latest News on the Stock Market


Sign up for the Newsletter!

  • Timely advice and trend awareness

  • Savings and retirement planning

  • Learn something new

FAQs

If you decide to become an EYH client, we open accounts for you at Charles Schwab.

There are many excellent investment advisory firms. Over the years, we have built our reputation on trust, service and implementing realistic investment strategies. We exemplify those tenets to anyone who is or becomes an EYH client.

We do have an account minimum of $500,000. However, we do make exceptions to that rule.

More Questions?

Contact us!