Two services. One integrated approach.

Every client relationship at Eclipse is built around your full financial picture — not a product, not a template. Choose the service that fits where you are, or work with both as one connected system.

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Financial Planning

Financial Planning & Personal CFO Services

Behavioral finance planning that aligns your financial decisions with your values, goals, and timeline. No products. No commissions. A plan built entirely around how your life actually works.

What's included

Full financial plan across all core areas
Ongoing strategy updates as life evolves
One-on-one financial strategy sessions
Access for questions, clarity, and decisions
Fee-only — no product sales, no commissions

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Asset Management

Dedicated Investment Management

Everything that falls out of your financial plan is managed here. As a fee-based asset manager, every portfolio decision is made in service of your plan — not a model portfolio, not someone else's strategy.

What's included

Personalized portfolio construction
Tax-aware rebalancing
Quarterly reviews with your advisor
Proactive market communication
AUM-based fee — fully disclosed upfront

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Eclipse · Investment Philosophy

"Long-term clarity demands more than analysis. It demands the courage to act slowly, and the discipline to hold steady."

— Ashten Barber, Founder

Eclipse — Process + Trust Sections

How it works

A clear, strategic path to every financial decision.

A structured way to turn complexity into clear, confident action.

1

Understand Your Life

Before anything else, we listen. Your goals, your timeline, your definition of enough.

2

Confirm What's Realistic

We pressure-test your plan against real numbers and real life — not projections built to impress.

3

Design the Structure

A strategy built around your decisions, not a model portfolio or a template.

4

Put It to Work

Implementation is handled with intention. Every piece has a purpose.

5

Evolve With You

Your plan isn't finished when we hand it over. It grows and adjusts as your life does.

Why Eclipse

Good advice starts with the right questions.

A prescription without examination is malpractice. Before recommending anything, we understand your full picture — goals, family, timeline, risk tolerance, and values. Your plan is the map. We help you read it.

✓ Your interests are the only thing we're optimizing for

✓ One advisor — the same person, every conversation

✓ Fee-based, fiduciary standard, before products

✓ Built for the long term, not the next transaction