- Tax PlanningOur professionals work with your CPA or accountant to determine how today’s decisions impact your future wealth.
- Estate Taxes
- Tax Services
- Income Tax
- Investment ManagementFounded in 1988, Eastover Capital Management provides active portfolio management for individual and institutional clients throughout the country.
- Wealth Management
- Accounting Services
- Financial PlanningOur 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 PlanningEastover 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.
- Asset Management