A Full-Service Wealth Management Firm
Eastover Capital is here to assist with all aspects of your financial life. By blending investment advice with financial and retirement planning, we create a holistic strategy customized just for you.
Investment Management
We’ve been constructing portfolios of individual stocks and bonds since 1988. By taking the time to learn about each client’s unique circumstances, we customize a portfolio designed to meet current and future income and liquidity needs, while never exceeding the risk each client is comfortable with.
Foundations & Endowments
With institutional client expertise, we can assist with the unique needs of endowments, foundations and non-profit organizations.
Tax Planning
Our professionals work with your CPA or accountant to determine how today’s decisions impact your future wealth.
Estate Planning
Whether it’s a child with special needs, complicated family dynamics or complex assets such as a business, our team of professionals works closely with some of the best estate lawyers in the area to prepare for your unique life scenarios.
Financial Planning
Our in-house CERTIFIED FINANCIAL PLANNER™ offers comprehensive planning services designed to look at all aspects of your financial life. Individuals with the CFP designation have passed a rigorous examination and are held to strict fiduciary and ethical standards
Retirement Planning
Our expert advisors and Certified Financial Planners provide advice and strategies designed to make each client’s retirement as fulfilling as possible.
Charitable Planning
We can help you create your desired legacy by earmarking assets for your favorite charity.
Business Planning
We’re proud to have served as an unbiased resource for business owners since in 1988. As an independently owned business ourselves, we're always glad to share our expertise in starting and operating a successful organization.
Learn About Eastover
Capital's Strategy
We understand you invest to achieve specific financial goals. Our role is to construct, manage and monitor a portfolio that can deliver the highest probability of meeting these objectives.