Although the principles that founded the accounting and investment professions haven't changed much over time, the way in which we do business has. Our valuable clients expect and receive the best possible service. They also get an accounting and financial firm that realizes that to be ahead of the curve, we need to offer the most modern and technologically advanced platforms and methods available to make getting needed services seamless in today's ever-changing environment.
Combined with our extensive industry experience, we are at the ready to make your tasks and long-term needs in the areas of accounting and investment management easy and enjoyable. Because of our commitment to integrative financial planning and long-term relationships, all clients with open investment accounts receive free individual tax preparation and filing service.
I very much look forward to earning your business and working with you. For more information on the financial stability and client security measures of Interactive Brokers Group.
Combined with our extensive industry experience, we are at the ready to make your tasks and long-term needs in the areas of accounting and investment management easy and enjoyable. Because of our commitment to integrative financial planning and long-term relationships, all clients with open investment accounts receive free individual tax preparation and filing service.
I very much look forward to earning your business and working with you. For more information on the financial stability and client security measures of Interactive Brokers Group.
Services
Brian brings a wealth of investment experience to his clients at Eddy Company, LLC.
Originally from Lynn, Massachusetts, Brian has deep roots in Eastern Massachusetts.
His goal is provide unbiased financial advice to individuals and institutions regardless of net worth.
To accomplish this goal, Brian founded Eddy Company, LLC in 2014 to provide financial advice, tax preparation, and accounting services on a fee-only basis.
He is also committed to accepting clients regardless of size and also charging only an assets-under-management fees (fee-only) on all accounts.
Originally from Lynn, Massachusetts, Brian has deep roots in Eastern Massachusetts.
His goal is provide unbiased financial advice to individuals and institutions regardless of net worth.
To accomplish this goal, Brian founded Eddy Company, LLC in 2014 to provide financial advice, tax preparation, and accounting services on a fee-only basis.
He is also committed to accepting clients regardless of size and also charging only an assets-under-management fees (fee-only) on all accounts.
Eddy Company, LLC is a "fee-only" investment advisory and tax preparation firm.
A "fee-only" firm does not generate revenues from commissions or fund fees (loads).
In the case of asset management, the only fee charged to the client that transfers to the firm is a yearly assets-under-management fee (see below).
The firm is committed to using no-load investment products that keep expenses low.
Therefore, investment models used, depending on risk tolerance, have an average weighted expense ratio of approximately 0.25-0.60%.
A "fee-only" firm does not generate revenues from commissions or fund fees (loads).
In the case of asset management, the only fee charged to the client that transfers to the firm is a yearly assets-under-management fee (see below).
The firm is committed to using no-load investment products that keep expenses low.
Therefore, investment models used, depending on risk tolerance, have an average weighted expense ratio of approximately 0.25-0.60%.
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