Matthew Thomas Marsh

Eagle Financial Advisors, LLC

3 Years of Experience

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Firm Information

Eagle Financial Advisors, LLC

Compensation

Fee-Only (AUM)

Number of Advisors

8 advisors

Number of Clients

373 clients

Average Client Portfolio

$233K average

Assets Under Management

$87.0M

Fee Structure

This document does not contain any fee information. Please refer to the Eagle Financial Advisors, LLC brochure for fee details.

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Areas of Practice

Financial Planning & CoachingInsurance Planning

Advisor Information

Office location

Argyle, TX

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Regulatory History (1)

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Financial

December 2015

Final

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Other Business ActivitiesSells Insurance

Matthew owns Dynamic Retirement Solutions, LLC, and offers fixed annuities and life insurance products as part of his advisory business. He dedicates about a quarter of his time to this new venture.

Employment History

Current Registrations

Eagle Financial Advisors, LLC

September 2025 - Present · 4 mos

Previous Registrations

Familywealth

May 2025 - September 2025 · 4 mos

Edward Jones

April 2009 - February 2012 · 2 yrs 10 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.