About Eaton Financial Group

Founded in 1996, Eaton Financial Group is a boutique financial advisory practice that counsels on complex financial issues.  

We seek to bring simplicity and clarity to our clients' financial lives, so that they may live life with financial peace of mind.

Our wealth management approach is cohesive and structured, bringing together all essential financial matters in a highly coordinated fashion, where every detail is thoughtfully and thoroughly addressed.

Our Vision

Using a comprehensive, “education first” approach, our vision is that:

  • Each client feels as though they are a member of our own family.
  • Each client gains newfound clarity and confidence in their financial well-being.
  • Our client experience is of equal, if not of greater value, than the investments they own.

Our Mission

To use a customized approach that helps puts each client in the position to grow their wealth and create an income they cannot outlive. 

Our Culture

To cultivate solid long-term relationships, and to formulate personalized financial plans. We strive to create a safe environment where clients feel comfortable sharing their fears, aspirations and financial priorities.

We address our client’s concerns with personal attention, integrity and a high degree of professional knowledge. We give them the tools to become more financially educated and provide information to help them make well-informed decisions, no matter what life has in store for them and their families.

In addition to our work with families, we specialize in assisting both women who handle the household financial planning, and college professors.

We work primarily on a fee basis, but are proudly committed to pro-bono work for those women (and others) in need of financial advice, but without the means to pay an adviser.

Our Unique Approach to Planning

1. The Written Plan

The goal of the plan is simple: To help ensure that YOUR MONEY OUTLIVES YOU, not the other way around.

We first create a step-by-step plan for your financial security so that when life happens, you are financially prepared. Then, we consistently monitor your portfolio to help ensure it successfully serves your plan, not the other way around. In other words, a solid plan will help keep matters in perspective when the world around us changes.

2. The Relationship

We want our clients to feel like we are a part of their families and feel comfortable sharing both their successes as well as hardships.

3. The Client Review Process

We are committed to providing unparalleled communications through ongoing reviews, comprehensive written financial assessments, and most importantly, a personal relationship. In many cases, we communicate with clients over 25-30 times per year (via personal meetings, phone, mail and email).

4. The Long Term Perspective

Our ultimate vision for clients: To develop and maintain an inter-generational plan which puts them into a position to:

  • Not run out of money during their lifetime
  • Have proper long term care planning
  • Ensure heirs do not have to sell assets to pay estate tax
  • Fund children and grandchildren’s education

5. Every Client Is Our “Best Client”

Whether you are worth millions of dollars or have just started saving, we will treat you as a valued member of our practice, with the same level of access available for any client.

Larger brokerage houses typically have their more experienced advisors meet with prospective clients to engage them. However, that may not be who is managing the assets and servicing your needs on a daily basis. Your relationship with Douglas Eaton does not end when you become a client, it is only beginning.


We want to hear your story.  Schedule a meeting with us.