Business Details
Comprehensive Financial Solutions in Rockville, Maryland
EagleStone Tax & Wealth Advisors delivers a comprehensive suite of financial solutions, integrating tax planning, investment management, retirement services, and accounting expertise. Founded on principles of fiduciary responsibility and client-centric service, our team of Certified Public Accountants (CPAs), Certified Financial Planners (CFPs), and industry specialists provides tailored strategies to individuals, families, businesses, and organizations. With decades of combined experience, we prioritize proactive tax-saving methodologies, modern portfolio theory-driven investments, and retirement plan optimization.Our commitment to continuous professional development ensures clients receive forward-thinking advice aligned with evolving regulatory landscapes. As an SEC-registered Investment Advisor, we uphold the highest fiduciary standards, offering transparent, conflict-free guidance. Our integrated approach consolidates wealth management, tax compliance, and financial planning under one roof, eliminating the need for fragmented service providers. This holistic model, supported by advanced technology and personalized client relationships, positions us as trusted stewards of our clients' financial futures.
Services
Tax Preparation
Investment Management
Retirement Planning
Accounting Services
Wealth Advisory
Paymaster Services
Divorce Financial Analysis
Estate Tax Planning
Business Formation
Escrow Services
Highlights and features
- We offer fiduciary-driven, conflict-free financial advice.
- Our team combines CPA and CFP expertise for integrated solutions.
- We specialize in tax-efficient investment strategies using Modern Portfolio Theory.
- Our retirement plan consultants have over 100 combined years of industry experience.
- We maintain transparent fee structures with detailed quarterly performance reporting.
Associations and certifications
- SEC Registered Investment Advisor
- CPA (Certified Public Accountant)
Services
Tax Preparation
Comprehensive tax preparation and planning for individuals, corporations, and trusts. Our CPA-led team ensures compliance with federal and state regulations while optimizing tax-saving opportunities. Services include 1040 filings, corporate returns, estate tax planning, and audit resolution for clients nationwide.
Investment Management
Fiduciary-driven investment advisory services utilizing Modern Portfolio Theory. We create customized portfolios with access to alternative investments and non-proprietary funds. Our approach emphasizes risk management, tax efficiency, and long-term wealth preservation for institutional and individual clients.
Retirement Planning
Full-service retirement plan design and administration for businesses. Specializing in 401(k), defined benefit, and cash balance plans, we offer non-discrimination testing, actuarial services, and ERISA compliance. Our consultants help maximize tax deductions while improving employee retirement outcomes.
Divorce Financial Analysis
Certified Divorce Financial Analysts provide expert guidance on asset division and tax implications during divorce proceedings. We analyze retirement accounts, property valuations, and spousal support calculations to ensure equitable settlements while protecting clients' financial futures.
Paymaster Services
Neutral third-party fund management for high-value transactions. We facilitate secure transfers for real estate, commodities, and business acquisitions using FIDELITY treasury systems. Services include W-9/W-8BEN compliance, wire transfers, and IRS reporting for domestic and international transactions.
People
Tarun Mehta
President & Chief Compliance Officer
JD/MBA professional overseeing compliance and strategic operations. With legal and business expertise, he ensures regulatory adherence while driving organizational growth through integrated financial solutions.
Joseph Lager
Director of Tax & Accounting
CPA/CFE/CDFA specialist leading tax services. His expertise spans forensic accounting, divorce financial analysis, and business tax strategy, serving clients with precision and ethical standards.
Olac Pallan
Director of Portfolio Management
AIF-designated investment strategist managing portfolios with Modern Portfolio Theory principles. Focuses on risk-adjusted returns and alternative investment opportunities for high-net-worth clients.
Kevin Moody
Senior Wealth Advisor
AIF-certified advisor specializing in wealth transfer strategies and retirement income planning. Brings 20+ years of experience in creating tax-efficient investment solutions for business owners.
John Jay Martin
Chief Operating Officer
TPA industry veteran with 30+ years of retirement plan administration experience. Founded Martin Retirement Services in 2000 before merging with EagleStone to expand comprehensive benefits offerings.
Questions
What sets EagleStone apart from other financial firms?
Our unique combination of CPA and CFP expertise provides integrated tax-wealth strategies under one roof, eliminating fragmented service delivery.
Are you a fiduciary financial advisor?
Yes, as an SEC-registered Investment Advisor, we operate under the fiduciary standard, prioritizing client interests above all else.
Do you work with out-of-state clients?
We serve clients in 48 U.S. states and internationally, leveraging digital tools for seamless remote collaboration.
What retirement plan services do you offer?
Full lifecycle support including plan design, non-discrimination testing, actuarial calculations, and compliance reporting for small to mid-sized businesses.
How do you handle complex divorce financial issues?
Our CDFA-certified professionals analyze asset divisions, tax implications, and long-term financial impacts to achieve equitable settlements.
What investment philosophy do you follow?
We apply Modern Portfolio Theory principles with emphasis on diversification, risk management, and access to alternative investment strategies.
