EYRIE LLC
Your Trusted Investment Partner in Florida
At EYRIE LLC, we help you grow and protect your wealth with practical investment strategies tailored for long-term success.
- Trusted
- Experienced
- Professional
Services
What We Do
We provide smart financial solutions to help individuals and businesses secure their future. From investment planning to tax strategies — we’ve got you covered.
01.
Investment Planning
We offer personalized investment plans based on your goals, risk tolerance, and market trends. Whether you’re saving for retirement or growing your portfolio, we provide clear, strategic advice.
📌 Retirement Planning
📌 Stocks, Bonds, ETFs Guidance
📌 Risk Management
02.
Tax Optimization
Our experts help you navigate tax laws and identify deductions and credits, ensuring you’re not paying more than necessary. We align your investments with smart tax-saving strategies.
03.
Wealth Management
End-to-end wealth planning and monitoring, combining estate planning, asset allocation, and advisory services to preserve and grow your assets for generations.
Why Choose Us
Accurate Financial Insights Backed by Trust
At EYRIE LLC, we believe that trust is the foundation of every successful financial partnership. Our team delivers precise, data-driven insights to help you make confident investment decisions. With a commitment to transparency, timeliness, and personalized support, we ensure your financial goals are always within reach. Whether you’re planning for growth or safeguarding your wealth, we’re here to guide you every step of the way.
Always On Time
Your financial milestones, managed precisely on schedule.
Hard Working
We dig deep to bring you solid investment returns with dedication and focus.
24/7 Availability
Got questions? We’re just a call or email away — any time, any day.
Team
Meet Our Experts
At EYRIE LLC, we are more than just financial experts — we’re a dedicated team working together to turn your investment goals into reality. Get to know the people behind your success.
Winston – Project Manager
Winston oversees all outgoing projects, ensuring they are executed on time and meet our high standards. With a strong background in investment planning and client coordination, he brings structure and leadership to every task.
Samantha Reed – Senior Financial Advisor
Samantha brings over a decade of experience in financial advisory, portfolio management, and retirement planning. She works closely with clients to create tailored investment strategies and is known for her client-first approach and clear communication.
Leo Martinez – Tax & Compliance Specialist
Leo ensures that every financial move aligns with state and federal regulations. From tax optimization to legal compliance, he handles the technical side so our clients stay protected and profitable. His precision and thoroughness make him an invaluable asset to the team.
Testimonials
What Our Clients Say
