Eddy Company, LLC

Specialties

Tailored Planning, Reasonable Fees

History

Established in 2014.

After 16 years in the investment management business, Brian Eddy, MBA, CFA, CFP® founded Eddy Company, LLC to provide unbiased financial and tax advice. Although located in the Cummings Center, Beverly, the firm works with clients across the country. The firm works with clients both in-​person and virtually.

Meet the Business Owner

Brian E.

Business Owner

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 on a fee-​only basis. He is also committed to managing portfolios regardless of size and also charging only an assets-​under-​management fees on all accounts.

Client-​Focused Proven Experience

During his nearly 15 years in the investment management industry, Brian has served on teams in large and small organizations that have managed, in aggregate, nearly a billion dollars in private client funds. His experience includes investment management roles at State Street Global Advisors, US Trust Company, and Cape Ann Savings Bank. During stints at these firms, he has worked with hundreds of clients, helping them navigate their fi