FAQS
What does it mean that you act as a fiduciary?
It means when providing investment advisory services through Eagle Strategies LLC, we are legally and ethically required to act in your best interest when providing advice.
More importantly, it shapes how we approach every decision. Our recommendations are guided by what’s right for you, so your financial decisions stay aligned with your goals and what matters most.
What if I already have a financial adviser?
That’s often the case, and in many ways, it’s where we do our best work.
Most of the people we work with have already made thoughtful decisions and built a solid foundation. Our role isn’t to undo that work. It’s to bring a higher level of coordination and clarity to what already exists.
We start by understanding how everything fits together, so we can identify where your strategy is already strong and where greater alignment could improve your overall financial picture. From there, we provide a clear perspective on how to improve alignment across your financial life.
In some cases, that leads to consolidation. In others, it means further strengthening and refining what’s already in place.
Why should I work with a CFP® professional?
Not all financial advisers are held to the same standard.
When you work with a CERTIFIED FINANCIAL PLANNER® professional, you’re choosing an adviser who has met one of the highest standards in the industry - combining technical expertise, real-world experience, and a commitment to putting your interests first.
Do you have a minimum asset requirement?
We don’t have a strict minimum.
What matters most is how you approach your financial life. We work best with individuals, families, and business owners who want to approach their financial life with intention and are looking for clarity, coordination, and long-term guidance.
Many of our clients have established assets, but what matters most is a willingness to engage in a comprehensive planning process.
What makes Fidara Financial Different?
We bring together every part of your financial life into one coordinated strategy, so each decision supports the life you’re working toward.
Financial decisions don’t happen in isolation. Each decision you make impacts something else, and without coordination, even good decisions can work against each other.
Our role is to bring structure and alignment to your financial life so you can move forward with clarity and confidence.
Will I be working directly with you or with a team?
You’ll always have a direct relationship with us.
Reie and Rob personally oversee every client relationship and remain actively involved in your planning and decision-making. Behind the scenes, we leverage a broader team of experienced professionals to support specific aspects of your plan when needed.
This structure ensures you receive consistent, personalized guidance, supported by the depth and expertise of a full team.
As a client, you’ll always know who to reach out to.
Can you work with my accountant and attorney?
Yes - and we encourage it.
Financial decisions are most effective when coordinated across all areas of your life. We regularly collaborate with tax and legal professionals to ensure your plan is aligned and executed properly.
How are you compensated?
We offer fee-based financial planning and investment advisory services.
Depending on your needs, compensation may include advisory fees and, in certain cases, commissions for insurance products.
We’ll always clearly explain how we’re compensated before any decisions are made.
Do I need to move all of my accounts to work with you?
Not necessarily.
While many clients choose to consolidate for simplicity and coordination, we’ll guide you on what makes the most sense based on your situation.
How often will we meet?
Most clients meet with us at least annually, with additional conversations as needed. During periods of change or complexity, we may meet more frequently to ensure everything stays aligned.
Do you only work with clients locally?
No. While many of our clients are based in New York, we work with individuals and families across the country through virtual meetings and secure digital tools.
How do you help during market volatility or uncertainty?
This is where our value shows up most. We provide clarity, perspective, and proactive guidance during uncertain times, helping you make confident decisions while keeping your financial plan aligned with your evolving goals and priorities.
Is my information secure?
Yes. We use secure platforms and encrypted tools to protect your financial information and ensure your data is handled with the highest level of care.
What is the first step to get started?
It starts with a conversation.
We’ll take the time to understand your situation, what you’re looking to accomplish, and whether it makes sense to work together. From there, we’ll outline next steps and what you can expect moving forward.
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Our Goal Is To Help You Achieve Yours
Feeling confident about your finances starts with choosing the right partner.
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