Integrity, experience, and education
Eads & Heald was founded in 1987 with the mission of bringing institutional-caliber investment management to private clients. Through the years, the firm has morphed into a full-service wealth management provider serving individuals, families, and businesses.
Eads & Heald Wealth Management brings 140 years of combined industry experience to its clients.
We continue to offer customized investment portfolio management, and we dovetail that with comprehensive financial planning in order to bring a holistic approach to your unique financial goals. That is our "Wealth Management" offering.
Portfolio managers and financial planners employed by Eads & Heald Wealth Management are required to hold the prestigious Chartered Financial Analyst (CFA) designation and/or the CERTIFIED FINANCIAL PLANNER™ designation.
120 Years of Combined Industry Experience