Location: Rockville, MD
Specialty: Tax and accounting and wealth management
James D. Warring, CPA, PFS, CFP
Founder and CEO
EagleStone Tax & Wealth Advisors is an independent investment advisory firm providing a full spectrum of investment management, financial planning, wealth advisory, accounting and tax services. EagleStone’s mission is to help clients develop and execute financial strategies that will allow them to achieve financial confidence, security and peace of mind. James D. Warring, founder and CEO, counsels his team in customer service, contributing to the firm’s 98 percent client retention rate. Warring considers EagleStone employees to be “stewards of client finances.” He also encourages his staff to participate in continuing education so they are able to serve clients at the highest level.
QUICK TIP: “We believe in tailoring services on an individual basis, because like humans, no financial solutions are exactly the same.”
Warring holds life, disability and long-term care insurance licenses, and is a registered NFL Players Association advisor. He is qualified to provide tailored services for individual investors, business owners, endowments and foundations, emerging executives, corporate executives, entrepreneurs, and professional athletes and entertainers. EagleStone partners with the local chamber of commerce to have greater involvement in the community, as well as with the NFL Players Association.