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Investment Planning

Eagle Strategies LLC is a Registered Investment Adviser and an indirect, wholly owned subsidiary of New York Life, and is a provider of holistic investment advisory and financial planning services. Our financial advisors leverage Eagle’s sophisticated wealth management platform, comprised of many of today’s leading investment managers, to design customized investment solutions to help address our clients’ unique investment objectives and risk tolerance levels. The breadth and investment knowledge of our Financial Advisors, coupled with Eagle’s diverse team of investment experts, allows them to provide the continuous financial guidance needed to help clients achieve long-term financial success.

Investment Advisory

Managing your wealth requires a clear understanding of your overall investment objectives. Eagle's comprehensive investment advisory capabilities utilize a disciplined investment approach that looks beyond traditional asset allocation, while addressing important factors such as risk tolerance levels and investment time horizons, to provide a clearer picture of our clients’ overall wealth.

Financial Planning

A comprehensive financial analysis of assets, liabilities, cash flow, and investments helps us identify a clear path to our clients’ prosperous futures. We’ll craft a detailed financial plan that helps you have the right wealth accumulation and preservation strategy in place to achieve your long-term investment objectives. More importantly, we continuously monitor and adjust our clients’ financial plans to ensure that they remain aligned with their stated objectives.

Fund Advisory Program

This program combines the expertise of professional third party investment managers with the personalized service and guidance of the Financial Advisor. By analyzing your overall investment goals, risk tolerance levels, and liquidity needs, we’ll help you determine which investment portfolio allocation, consisting of an optimal blend of nonproprietary mutual funds and/or exchange-traded funds (ETFs) is most appropriate for your investment goals and specific situation.

Separately Managed Accounts

Separately Managed Accounts (“SMAs”) are a type of professionally managed investment account that invest in individual securities on a discretionary basis and provide clients with the flexibility of restricting the holding of certain securities and tactically utilizing gains and losses for tax planning purposes. We will leverage Eagle’s robust offering of nonproprietary SMA strategies available through third-party money managers to either custom design a holistic investment portfolio or utilize individual strategies to address your specific allocation needs.

Rep Directed Program

This is an investment advisory program through which we will construct a customized portfolio of individual mutual funds, exchange traded funds (ETFs), and in some cases, individual securities, using the strategic asset allocation framework developed by Eagle Strategies and a leading institutional asset manager, or simply by us for you to review and approve. We’ll seek to utilize an optimal blend of asset classes that helps maximize long-term returns, manage overall portfolio volatility and achieve investment objectives while remaining aligned with your risk profile.

All investment advisory services are offered through Eagle Strategies LLC, a registered investment adviser. All investments involve risk, including the potential loss of principal.

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Where We Do Business

625 Elden Street, Suite 203
Herndon, VA 20170
Phone: 703-437-1700 | Fax: 703-471-7301
Info@EldenStreetFinancial.com

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Forbes 2025

Valerie P. Kaiser CFP®, 2025*

*Read more about the Forbes SHOOK®Research Top Financial Security Professionals list and the ranking methodology here: https://www.forbes.com/sites/rjshook/2025/07/10/methodology-americas-top-financial-security-professionals-2025/ .

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Disclosure

Joseph Fulkerson is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of CA (CA Insurance License #4152196), DC, FL, IN, KY, MD, NC, NY, PA, and VA. No insurance business may be conducted outside the states referenced.

As a New York Life Agent, Joseph Fulkerson is licensed and authorized to offer insurance in California, but ELDENSTREET FINANCIAL may not be. For additional information on California licensure status, please click here.

Joseph Fulkerson is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company, 625 Elden St Ste 203, Herndon, VA, 20170, 703-437-1700. In this regard, this communication is strictly intended for individuals residing in the states of CA, CO, DC, FL, IN, KY, MD, NC, NJ, NY, PA, and VA. No offers may be made or accepted from any resident outside the specific states referenced.

Joseph Fulkerson is also a Financial Adviser with Eagle Strategies LLC, a Registered Investment Adviser, and a wholly-owned subsidiary of New York Life Insurance Company, offering advisory services in the states of CA, CO, DC, FL, IN, KY, MD, NC, NJ, NY, PA, and VA. As such, these services are strictly intended for individuals residing in the states referenced.

Joseph Fulkerson is a Member Agent of The Nautilus Group®, a service of New York Life Insurance Company.

Valerie Kaiser is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of AL, AZ, CA (CA Insurance License #0F39945), CO, CT, DC, DE, FL, GA, ID, KS, MA, MD, ME, NC, NE, NY, OH, OR, PA, SC, TN, TX, VA, WI, and WV. No insurance business may be conducted outside the states referenced.

As a New York Life Agent, Valerie Kaiser is licensed and authorized to offer insurance in California, but ELDENSTREET FINANCIAL may not be. For additional information on California licensure status, please click here.

Valerie Kaiser is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company, 625 Elden St Ste 203, Herndon, VA, 20170, 703-437-1700. In this regard, this communication is strictly intended for individuals residing in the states of AL, CA, CO, DC, DE, FL, GA, KS, MD, ME, NC, NY, OR, SC, TX, VA, and WI. No offers may be made or accepted from any resident outside the specific states referenced.

Valerie Kaiser is also a Financial Adviser with Eagle Strategies LLC, a Registered Investment Adviser, and a wholly-owned subsidiary of New York Life Insurance Company, offering advisory services in the states of AL, CA, CO, CT, DC, DE, FL, GA, IN, KS, MA, MD, ME, NC, NJ, NY, OR, SC, VA, and WI. As such, these services are strictly intended for individuals residing in the states referenced.

Ambika Bablani is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of CA (CA Insurance License #4349836), CT, DC, FL, GA, KS, MD, NC, NJ, NY, OR, PA, SC, TX, VA, WI, and WV. No insurance business may be conducted outside the states referenced.

As a New York Life Agent, Ambika Bablani is licensed and authorized to offer insurance in California, but ELDENSTREET FINANCIAL may not be. For additional information on California licensure status, please click here.

Ambika Bablani is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company, 625 Elden St Ste 203, Herndon, VA, 20170, 703-437-1700. In this regard, this communication is strictly intended for individuals residing in the states of CA, CO, CT, DC, FL, GA, KS, MA, MD, ME, NC, NJ, NY, OR, PA, SC, TX, VA, WA, WI, and WV. No offers may be made or accepted from any resident outside the specific states referenced.

Ambika Bablani is also a Financial Adviser with Eagle Strategies LLC, a Registered Investment Adviser, and a wholly-owned subsidiary of New York Life Insurance Company, offering advisory services in the states of CA, CO, CT, DC, FL, GA, KS, MA, MD, ME, NC, NJ, NY, OR, PA, SC, TX, VA, WA, WI, and WV. As such, these services are strictly intended for individuals residing in the states referenced.

Mario Orozco is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of AZ, CA (CA Insurance License #0E84300), CO, CT, DC, DE, FL, GA, IN, KS, MA, MD, MI, NC, NE, NJ, NM, NY, OR, PA, SC, TN, TX, VA, WA, WI, and WV. No insurance business may be conducted outside the states referenced.

As a New York Life Agent, Mario Orozco is licensed and authorized to offer insurance in California, but ELDENSTREET FINANCIAL may not be. For additional information on California licensure status, please click here.

Mario Orozco is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company, 625 Elden St Ste 203, Herndon, VA, 20170, 703-437-1700. In this regard, this communication is strictly intended for individuals residing in the states of CA, CT, DC, DE, FL, GA, KS, MA, MD, MI, NC, NJ, NY, OR, PA, SC, TX, VA, WA, WI, and WV. No offers may be made or accepted from any resident outside the specific states referenced.

Mario Orozco is also a Financial Adviser with Eagle Strategies LLC, a Registered Investment Adviser, and a wholly-owned subsidiary of New York Life Insurance Company, offering advisory services in the states of CA, CT, DC, DE, FL, GA, KS, MA, MD, MI, NC, NJ, NY, OR, PA, SC, TX, VA, WA, WI, and WV. As such, these services are strictly intended for individuals residing in the states referenced.

Jonathan Serafin is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of AK, AL, CO, DC, DE, FL, GA, MA, MD, NC, NY, OH, OK, OR, PA, SC, TX, VA, and WA. No insurance business may be conducted outside the states referenced.

Jonathan Serafin is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company, 625 Elden St Ste 203, Herndon, VA, 20170, 703-437-1700. In this regard, this communication is strictly intended for individuals residing in the states of AL, CO, DC, FL, GA, IL, MD, NC, NJ, OK, PA, SC, TX, VA, and WA. No offers may be made or accepted from any resident outside the specific states referenced.

Jonathan Serafin is also a Financial Adviser with Eagle Strategies LLC, a Registered Investment Adviser, and a wholly-owned subsidiary of New York Life Insurance Company, offering advisory services in the states of AL, CO, DC, FL, GA, IL, MD, NC, NJ, OK, PA, SC, TX, VA, and WA. As such, these services are strictly intended for individuals residing in the states referenced.

The Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals®, is recognized globally as the standard of excellence for life insurance sales performance in the insurance and financial services industry.

Marguerite Wiese is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of CT, DC, FL, IN, MA, MD, MN, NC, NJ, NY, and VA. No insurance business may be conducted outside the states referenced.

Marguerite Wiese is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company, 625 Elden St Ste 203, Herndon, VA, 20170, 703-437-1700. In this regard, this communication is strictly intended for individuals residing in the states of CA, CO, CT, DC, FL, IN, MA, MD, MN, NC, NY, PA, TX, and VA. No offers may be made or accepted from any resident outside the specific states referenced.

Marguerite Wiese is also a Financial Adviser with Eagle Strategies LLC, a Registered Investment Adviser, and a wholly-owned subsidiary of New York Life Insurance Company, offering advisory services in the states of CA, CO, CT, DC, FL, IN, MA, MD, MN, NC, NY, PA, TX, and VA. As such, these services are strictly intended for individuals residing in the states referenced.

ELDENSTREET FINANCIAL is not owned or operated by NYLIFE Securities LLC or its affiliates.

Neither ELDENSTREET FINANCIAL nor its associates are in the business of offering tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.

For more information about NYLIFE Securities LLC and its investment professionals.

Click here
  • ABOUT
    • Our Firm
    • Our Team
    • Our Resources
    • Our Approach
    • Organization and Industry Involvement
  • EXPERTISE
    • Individual Solutions
    • Business Solutions
    • Investment Planning
    • Navigating Income Tax
    • Special Needs Planning
    • Life Plan Strategies for Your Business
    • Working With Other Advisors
  • CLIENT TOOLS
    • News and Events
    • Learning Library
    • Our Blog
    • White Papers
    • Helpful Links
  • GET IN TOUCH
    • Office Information
    • Staff Directory
  • CLIENT LOGIN

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