Eddleman & Eddleman, Inc. / Financial Advisor in Jackson, Tennessee

Eddleman & Eddleman is a comprehensive financial services firm providing advice and service solely in a fiduciary capacity to individuals, family offices, and small businesses. With an in-house Certified Public Accounting (CPA) firm, Registered Investment Advisory (RIA) firm, and Venture Capital/Private Equity (VC/PE) firm there is nothing that touches your finances for which we don't advise. CPAs, planners, and investment professionals come together as a team to provide truly wholistic financial planning. Led by Adrian Eddleman and Lee Eddleman both with decades of experience and formal education to support their guidance.

Specialties

401K Consulting 401k Rollover 403B Plans Accredited Investment Advisor Advisory And Investment Management Alternative Investment Strategies Annuities Asset Protection Business Owners Business Planning Charitable Planning College Planning Comprehensive Financial Planning Divorce Planning Education Planning- Fee-Only Estate Planning Family Financial Planning Family Office; Private Real Estate; Venture Capital; Private Equ Fee Only Fee-Only Fiduciary Fiduciary Advisor Financial Life Planning Financial Planning Financial Planning Advice And Services Financial Planning For Women High Net Worth Planning Income Tax Planning Independent Investment Advisor Inter-generational Wealth Planning International Financial Planning Investment Advice Investment Consulting Investment Management Investment Policy Statements Investment Services IRA Legacy Planning MBA Member Of NAPFA Middle Income NAPFA Member Passive Investment Strategies Payroll Tax And Bookkeeping Services For Professional Practices. Pension Plan Design & Management Personalized Investment Management And Advice Portfolio Management Professional Wealth Management Registered Investment Advisor Registered NAPFA Advisor Retirement Distribution Plan Retirement Income Planning Retirement Planning Retirement Planning Advice And Services Retirement Solutions & Planning Rollover Of 401k Or IRA Rollovers Roth IRA Socially Responsible Investments Stock Analysis Sudden Money Institute Advisor Sustainability Synergistic Portfolio Planning Tax Planning Team Approach Wealth Management Women's Issues Young Investors