Our mission is to give you financial clarity and peace of mind so you can fully enjoy your success. We do that by gaining a deep understanding of your situation and crafting a custom blueprint to help you align your resources with your values and goals. We recognize the unique opportunities and complexities you face, and we provide strategies that help you maximize your wealth and your time—so you can build your best life while focusing on what matters most.
We build strong, long-term relationships that provide steadfast support on your financial journey.
As a fiduciary, we are legally and ethically committed to acting in the best interests of our clients. This means putting their needs ahead of our own, providing transparent advice, and ensuring that all recommendations are in alignment with their financial goals. We have a duty of loyalty and care, meaning we must avoid conflicts of interest and disclose any potential ones, ensuring our clients can trust that we are always working with their well-being as our top priority.
With a focus on serving physicians and professionals, we provide a valuable understanding of your unique needs, opportunities, and lifestyle.
Our goal is to provide a holistic, personalized approach to wealth management, and our partnership with New York Life allows us to offer hands-on guidance backed by the extensive resources of a Fortune 500 company. Our planning services provides expert guidance in complex areas such as taxes, law, and charitable giving delivered with the personal support of our boutique team.
Through Eagle Strategies, Blaine Johnson provides fee-based financial planning, investment advisory services, and access to investment management programs. Eagle Strategies LLC is registered with the Securities and Exchange Commission as an “Investment Adviser“ and is an indirect, wholly owned subsidiary of New York Life Insurance Company.
NYL Investments is a service of New York Life Insurance Company. They provide a multi-layered structure of asset managers with a highly specialized focus on investment management, processes and philosophies. Being a service of NYL Insurance Company allows NYL Investments to have a unique advantage and therefore allows Blaine Johnson to offer the best investment knowledge to their clients.