Here, you’ll find a team on whom you can rely. With nearly 50 years of collective investment experience, we’ll act as a single source for all of your financial, retirement and retirement income planning needs, simplifying the broader wealth management process by acting as a central point of contact for your various professional advisors. As a partner who understands your financial, personal and family situations, we’ll always act with your best interests in mind.
Each of our financial advisors – Paul Tully, Steffanie Lerch and Chris Tully – holds the Certified Financial Planner™ certification. This distinguished industry credential is awarded to a select number of financial professionals who satisfy the CFP Board of Standard’s rigorous educational and examination requirements, and who agree to adhere to its high level of ethical and professional standards.
Eagle Wealth Strategies was named one of the Philadelphia area’s premier wealth advisors by the National Association of Board Certified Advisory Practices (NABCAP) in 2011 as featured in articles in the Philadelphia Business Journal and a special supplement in Philadelphia Magazine.
Eagle Wealth Strategies is recognized as a NABCAP Premier Wealth Advisor for 2012. Criteria may include: Team dynamics, Years of experience, Credentials/Designations, Average AUM per client, Planning, Investment & Risk philosophy, Fee/ cost structure, Customer service, and U4/ADV status.
Award selection for nominated wealth managers are based on satisfying the following criteria: credentialed as an investment advisory representative, a FINRA-registered representative, a CPA or a licensed attorney, actively employed as a credentialed professional in the financial services industry for a minimum of five years, favorable regulatory and complaint history review, fulfilled their firm review based on internal firm standards, and accepting new clients. Other criteria considered are one and five-year client retention rate, non-institutional discretionary and/or non-discretionary client assets administered, number of client households served and education and professional designations.
CFP® | Certified Financial Planner™ |
Certified Financial Planner Board of Standards, Inc., owns the certification marks above, which it awards to individuals who successfully complete initial and ongoing certification requirements.