McIlrath & Eck, LLC

Overview

McIlrath & Eck, LLC is a financial advisory firm based in Arlington, Washington, specializing in investment management and retirement planning services. The firm offers comprehensive financial planning, including retirement and estate planning, investment management, and legacy planning. They adopt a client-centered approach, emphasizing fiduciary responsibility and transparency in managing clients' assets. The firm's investment philosophy focuses on creating personalized portfolios tailored to each client's unique needs and goals. They aim to optimize the risk-reward ratio and minimize associated costs by assessing clients' financial situations, investment temperaments, and objectives. McIlrath & Eck, LLC integrates investment management with retirement planning, advising and managing clients' investable assets to support their retirement goals. With over 20 years of experience, the firm's team includes financial planners, attorneys, and support staff committed to providing well-informed guidance. They offer services such as initial consultations, retirement planning, investment management, legacy planning, and financial education. The firm is recognized for its dedication to client success and confidence in financial futures. Investment requirements include a minimum investment size of $1,000,000 and a maximum of $50,000,000. The firm's portfolio spans various industries, including technology, healthcare, financial services, consumer goods, energy, real estate, manufacturing, retail, telecommunications, media, transportation, utilities, education, agriculture, and construction. Their geographical focus is primarily within the United States, serving clients seeking comprehensive financial advisory services.