About Us

About Eddleman and Eddleman, LLC

Adrian Eddleman and Lee Eddleman Eddleman and Eddleman, LLC is an independent financial planning and investment advisory firm in Jackson, Tennessee that serving individuals in West Tennessee as well as around the U.S. In addition to investment advisory services, the firm is also a full service accounting firm serving individuals and small businesses.

Our team of formally educated investment advisors has years of experience in coaching clients regarding all aspects of their finances. Though we are knowledgeable and licensed to advise our clients with practically any financial service they might need, we do not “sell” anything! We’re not insurance agents or stock brokers, and we definitely won’t use a financial plan to try to sell you anything!

Find out more about our philosophy on wealth management. The family-owned and managed firm is run by husband and wife team Adrian and Lee Eddleman. Find out more about our team.

We provide unbiased, fee based, portfolio management for any of your life’s stages including development, enhancement, perpetuation, and even succession. In addition, you can receive advisement regarding any non-investment aspect of your finances or regarding your entire financial picture.

Our firm specializes in working with the affluent having in excess of one million dollars in liquid assets; however, we can work with you even if you don’t meet this criterion. In addition, we pride ourselves on helping a minimal number of clients who have a serious need and a serious desire for truly unbiased financial consultation on a pro bono basis.

In 2006, the Eddleman Companies were expanded to serve other financial professionals by developing the division Archetype Investment Advisors, LLC.

In 2008, the company received a Chamber of Commerce Emerging Business Pinnacle Award.


intuit-certified-advisor

Complimentary Initial Session

If you’re seeking unbiased advice about some aspect of your finances, or perhaps about your complete financial picture, and you are serious about finding professional financial consultation, we would be happy to meet with you to discover if we might be a fit for each other.

Call us at 731-554-2408 or email us at info@eddleman.biz to set up your no-cost, no-obligation 1-hour initial consultation.

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