Here, you’ll find a team on whom you can rely. With nearly 50 years of collective investment experience, we’ll act as a single source for all of your financial, retirement and retirement income planning needs, simplifying the broader wealth management process by acting as a central point of contact for your various professional advisors. As a partner who understands your financial, personal and family situations, we’ll always act with your best interests in mind.

Each of our financial advisors – Paul Tully, Steffanie Lerch and Chris Tully – holds the Certified Financial Planner™ certification. This distinguished industry credential is awarded to a select number of financial professionals who satisfy the CFP Board of Standard’s rigorous educational and examination requirements, and who agree to adhere to its high level of ethical and professional standards.

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Eagle Wealth Strategies was named one of the Philadelphia area’s premier wealth advisors by the National Association of Board Certified Advisory Practices (NABCAP) in 2011 as featured in articles in the Philadelphia Business Journal and a special supplement in Philadelphia Magazine. NABCAP is the first non-profit organization created to establish mutually understood standards and practices among both investors and advisory practices. There were sixty-six Delaware Valley practices that received this recognition, only 14 of which were from New Jersey. Less than 3.5% of Philadelphia area practices were selected.