What I do

Clients of all ages invariably want to know, “Eddie - When can I retire?” If you are tired of trying to answer this and other financial planning related questions, you have come to the right place.

I am going to provide you all of the tools you will need to succeed on your life’s mission. From data aggregation software to psychometric risk profiling, to retirement income projections, to tax planning and beyond, my practice is all about helping you understand your money better and what it will take for you to succeed in your goals.

Schedule a consultation where you’ll be asked a few questions so that I can tailor my best recommendations. We value human connection and want to get to know you.
We’ll ask for things like your tax return, your current statements, and a litany of potential other forms if you have them.
At Eddie Patel Inc, we “Riskalyze.” Think of your risk score as a speed limit. The higher you score, the faster you can go and the more aggressive investment recommendations can be. If your score is lower, we slow it down and select investments that make you feel most comfortable.
Based on our conversations, we’ll create a unique financial portfolio that best suits your situation.
We want your investments to happen in real time and match moments that matter most. Your plan will evolve just as technology and life does.

What People Are Saying

“From the first time I met Eddie in person, I immediately knew I was in good hands. I’ve been his client for over 5 years for taxes and financial planning. Eddie has always been very responsive to any questions I have and has helped me develop a financial plan that works within my comfort zone.”
-Debbie T.
“Eddie gained our confidence by explaining how we could apportion our funds to ensure that we would continue to see at least the minimal yields we had been used to but possibly see greater gains in the more actively-managed tier. He understood exactly what we were looking for.”
-Bob W.
“I was in a world of tax trouble and avoiding dealing with it. Eddie really put my mind at ease when I finally decided to ask for help. I trusted him from the get-go and felt he genuinely cared and wanted to solve my tax issues for me. My money is making money for the first time in my life because of Eddie.”
-Alayah W.
“Eddie and his office staff are the best. I have been a client for many years and he has helped me with not only taxes, but investments and savings accounts as well. Incredibly knowledgeable and trustworthy. Highly recommended.”

-Peter K.