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Eisenhilfer Capital

Fiduciary Family Wealth Management

Financial planner in Lincoln, RI (show on map)
Google 5.0
★★★★★
1 reviews

Eisenhilfer Capital is dedicated to comprehensive wealth creation and management, tailored to meet the needs of our individual clients and their families.

Call (401) 900-8908
Navigate to Visit website
Eisenhilfer Capital website

About

Since 1837, Johannes Hilfer founded Eisenhilfer in Algermissen, Germany. The family-owned company supplied eisenwaren, German for “iron wares”, to farmers in the community. The

se iron wares were the tools the farmers used to sow the seeds and eventually harvest and store the crops for future consumption. The last name, Hilfer, comes from the German verb Hilfe meaning “to help”.185 years later, the tools are no longer eisenwaren and the Hilfe is no longer the harvest of crops. Eisenhilfer Capital, though, was founded in the USA to perform a similar function: give our clients the financial planning tools to sow the seeds for the future and help with a fruitful harvest. We’ll customize every part of your financial planning to meet your unique circumstances at every stage of your life. We’ve guided our clients through the past decade, and we’ll guide you through the next one. We take integrity and ethics seriously. Your trust is our job satisfaction. Eisenhilfer Capital LLCs advisors will act as a fiduciary in working with you to construct a financial plan, whether it be for general wealth management and investing, pre-retirement planning, post retirement investment management, or estate planning. Fiduciary meaning, in this context, providing advice they believe to be in your best interest for compensation based on a fixed percentage of your invested assets. This structure is intended to reduce potential conflicts of interest in investment recommendation, as our advisors’ pay will be dependent on how well the investments recommended to you perform. As a client, you should expect only the highest level of professionalism and ethical conduct when dealing with Eisenhilfer Capital LLC and its advisors.

Fiduciary commitment
Long-term investment philosophy
Comprehensive service areas

Services

Wealth Management

We will cover everything from asset allocation to working with your tax advisor, depending on your needs.

Asset allocation Tax advisor collaboration

Estate Planning

We will work with your legal team on trusts, estate tax, beneficiaries, and charitable giving.

Trust creation Estate tax minimization Beneficiary designation Charitable giving strategies

Retirement Planning

Whether you're years away from or years into retirement, we’ll help you financially plan for living off of your investments.

Income projection Risk tolerance assessment Asset allocation for retirement

Credentials & Certifications

CFP®
Since 20??
MBA
Since 20??

Reviews

Google
Rating
5
★★★★★
Reviews
1
"Online appointments"

Frequently Asked Questions

What is a Fiduciary? +

A fiduciary acts on behalf of another person or persons, putting their clients’ interests ahead of their own, with a duty to preserve good faith and trust. Being a fiduciary requires one acting in the other’s best interests.

What are your fees? +

Our advisors are paid either by a flat annual percentage or an hourly rate, depending on the investment level of the client. We do not charge commissions.

What is Estate Planning? +

Estate planning involves using an attorney to plan for one’s finances and property after their death.

What advice do you provide? +

We provide investment and financial planning advice. We DO NOT currently provide tax or legal advice. Consult your attorney and/or CPA for these areas.

What are my rollover options? +

You have options when it comes to your employer retirement plan. These links can help decide what’s best for you: https://www.irs.gov/retirement-... https://www.investopedia.com/... https://www.investopedia.com/... https://www.investopedia.com/... https://www.investopedia.com/... https://www.investopedia.com/...

What is your investment philosophy? +

Eisenhilfer Capital takes a long-term, buy-and-hold, fundamental approach to investing. We adhere to time-tested strategies and asset allocations.

Contact Eisenhilfer Capital

Eisenhilfer Capital
Website
eisenhilfer.com
Category
Financial planner
Wheelchair Accessible
Call (401) 900-8908

Opening Hours

Sunday
Closed
Monday
9 am–4 pm
Tuesday
9 am–4 pm
Wednesday
9 am–4 pm
Thursday
9 am–4 pm
Friday
9 am–4 pm
Saturday
Closed

Location

Location of Eisenhilfer Capital, 6 Blackstone Valley Pl Suite 302A, Lincoln, RI 02865 · View on Google Maps

Screenshot Gallery

Get in Touch

Ready to work with Eisenhilfer Capital?

Reach out today to schedule a consultation.

(401) 900-8908

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