Our Mission
Eagle Guardian Advisors LLC specializes in personalized wealth management solutions, including financial planning with a focus on estate planning, intergenerational wealth transfer, reinvestment strategy, and long-term portfolio growth.
We serve clients seeking transparent, conflict-free advice and fiduciary management, particularly clients from the baby boomer generation preparing to pass down wealth to future generations.
Comprehensive estate planning strategies to preserve and transfer wealth efficiently
Specialized guidance for passing wealth to future generations
Strategic reinvestment approaches to maximize long-term growth potential
Focus on sustainable, long-term portfolio growth and wealth preservation
Why Choose Eagle Guardian Advisors
Experience the difference of working with a true fiduciary committed to your financial success
We act in your best interest with complete transparency and legal obligation
Dynamic portfolio management adapted to changing market conditions
Tailored investment strategies designed for your unique financial goals
Years of experience in comprehensive wealth management and financial planning
The Eagle Guardian Difference
See how our fiduciary standard compares to traditional brokers
Eagle Guardian
Fiduciary Standard
Legal Standard
Fiduciary duty - legally required to act in your best interest, always.
Fee Structure
Transparent, fee-only model with no hidden costs or commissions.
Approach
Long-term partnership focused on your financial success and peace of mind.
Traditional Brokers
Suitability Standard
Legal Standard
Suitability standard - recommendations must be 'suitable,' not necessarily best.
Fee Structure
Complex fee structures with commissions and potential conflicts of interest.
Approach
Transaction-focused with emphasis on product sales over holistic planning.
Our Investment Philosophy
A comprehensive approach to wealth management built on proven principles
Our investment approach combines fundamental analysis with comprehensive financial planning, focusing on long-term wealth preservation and growth while managing downside risk through diversified portfolio construction.
We build personalized portfolios tailored to your risk tolerance, time horizon, and financial objectives, with special expertise in serving baby boomers planning intergenerational wealth transfer.
Eagle Relationship Disclosure
Eagle Investors LLC and Eagle Guardian Advisors LLC are affiliated but legally distinct entities under common ownership.
Eagle Investors LLC is an education and advisory platform providing investment-related content, trading alerts, community access, and mentorship. It is not a registered investment advisor and does not provide personalized investment advice.
Eagle Guardian Advisors LLC is a Texas state-registered investment adviser (RIA) providing fiduciary portfolio management and financial planning services to clients. It is independently registered and adheres to fiduciary obligations under state law.
Both firms are majority-owned and operated by the same individuals, including Ishaan Sandhir & Maikel Den Hertog, who serve in a leadership capacity across both entities. However, no referral fees, commissions, or compensation arrangements exist between Eagle Investors and Eagle Guardian Advisors for client referrals or engagements.
All portfolio management services are offered solely through Eagle Guardian Advisors LLC, and custody of client assets is held at independent custodians, including Charles Schwab, Interactive Brokers, or other qualified custodians.
Key Disclosures from Eagle Guardian's Brochure:
- Eagle Guardian does not accept compensation for the sale of securities or other investment products.
- Clients are never obligated to engage Eagle Guardian after being referred.
- Eagle Guardian may recommend estate planning services (including POAs), insurance professionals, or tax professionals; such services are separate from investment advisory services and always optional.
- Fees are fully disclosed and may be based on flat fees or assets under management (AUM) as agreed upon with each client.
For full details, see Eagle Guardian's most recent Form ADV Part 2A at: eagleguardianadvisors.com/disclosures