Eagleson Arndt Financial Advisors, LLC

Eagleson Arndt Financial Advisors, LLC specializes in personal financial planning and wealth management, providing tailored solutions for individuals and small business owners to navigate their financial journeys effectively. Founded in 1999 and headquartered in Thousand Oaks, US, Eagleson Arndt Financial Advisors, LLC (EAFA) is dedicated to delivering personalized financial services. The firm was founded by Vicki Arndt. The firm has completed a deal in May 2026 when Mercer Global Advisors Inc.

acquired EAFA, enhancing its wealth management services with a women-led approach. Eagleson Arndt Financial Advisors, LLC primarily offers tailored personal financial planning and wealth management services. Their core offerings include fee-based wealth management, subscription-based financial planning, hourly advice, and specialized services such as small business planning and certified student loan advising. EAFA's client base includes diverse individuals and small businesses seeking personalized financial guidance to achieve specific goals, with services accessible across various geographical markets.

Eagleson Arndt Financial Advisors operates a revenue model based on a combination of fee-based and subscription-based services. Clients can engage the firm for comprehensive wealth management solutions involving ongoing fees or choose subscription-based financial planning services for regular consultations. The firm's pricing structures reflect the complexity and scope of client needs, fostering long-term relationships and facilitating informed financial decisions. Following its acquisition in May 2026, Eagleson Arndt Financial Advisors, LLC aims to support Mercer Global Advisors Inc.

in expanding its presence in Los Angeles by leveraging the expertise of a women-led wealth management firm. The acquisition is positioned to enhance comprehensive financial planning services, reflecting a strategic growth initiative in an evolving market.