DAVE EADS
YOUR CONCIERGE ADVISOR –
DAVE EADS, CFP®
MR. EADS POSSESSES EXTENSIVE EXPERIENCE IN INVESTMENT STRATEGIES, COMPREHENSIVE FINANCIAL PLANNING, AND TAILORED RETIREMENT PLANNING.
Mr. Eads possesses extensive experience in investment strategies, comprehensive financial planning, and tailored retirement planning. Having many years in the investment industry, he can devise unique strategies to manage his clients’ investments and personal finances effectively.
Understanding every aspect of financial planning and investment management can be daunting. That’s where Dave comes in. His mission is to provide consultative guidance to meet your financial goals. Dave works hard to create a mutually beneficial and cherished long-term relationship with his clients and their families. Since each client’s financial goals are unique, shouldn’t their solutions reflect that reality? Dave strives to serve clients through meaningful conversations that create lasting relationships for generations. He is adept at providing strategic and tactical investment strategies, comprehensive financial planning, and tailored retirement planning.
Staying current with all the latest economic and proprietary market data, Dave advises his clients on all facets of their financial plans. Dave is the Chairman of Vital Investment Management’s Investment Committee. In addition, Dave has solid and effective working relationships with many other professionals in the financial industry.
He offers comprehensive, unbiased, and customized solutions focused on assisting his clients in protecting and growing their wealth. However, the customized tactical approach in portfolio design and management distinguishes him from his peers.
He has a vast, comprehensive knowledge of tactical investment strategies and financial planning with an eye for unique or undervalued investment opportunities. Dave has created transparent financial planning and investment management packages and combined them with integrative implementation processes. For his clients, this translates to a higher level of service.
Ead’s boys
Bradley, Wesley, and Benjamin
The Eads Family
Dave has a diverse set of interests outside of the office
These include traveling, waterfowling, fishing, teaching, weightlifting, youth sports, World War 2 history, geopolitics, entrepreneurship, listening & learning.
Khloe and Ted