Personal Service is Just the Beginning

One-on-one personal attention to your financial planning is the advantage of working with Michael Eugenio, CFP®. Michael has an independence of thought, a business-like temperament, flexibility, and a focus on compounding returns over time and diligent risk management.

He has a passion for the day to day grinding research necessary to mitigate new and always changing risk. He manages your money by assessing and helping to control the risk in your portfolio. Mike believes in making long-term investments catered to your specific needs.

When you need to discuss your portfolio or financial decisions you talk directly to Mike.

As a fee-based investment advisor, he charges an asset based management fee so that his compensation is directly linked to your investment performance. This approach means that he is directly invested in the performance of your portfolio.