DOSSIER · UPDATED 18 NOV 2025

EagleStone Tax & Wealth Advisors

EagleStone Tax & Wealth Advisors are a tax and financial advisory company serving clients in the Washington, DC & Baltimore metro areas and nationwide. They provide a full spectrum of investment management, financial planning, wealth…

estwa.com ↗Claim this profile

Founded: 2006
Headcount: 6
Open roles: 0
Last raised: Undisclosed · $4M

SECTION I · THE BRIEF

Inside EagleStone Tax & Wealth Advisors

Brief #87666Updated 18 NOV 2025ROCKVILLEFINANCIAL SERVICES COMPANIESUNDISCLOSED

Employbl Dossier

EagleStone Tax & Wealth Advisors

Founded: 2006
Headcount: 6
Open roles: 0
Last raised: Undisclosed · $4M

Section II · Premium ProfileMembers only

01Engineering interview process at EagleStone Tax & Wealth AdvisorsLocked
02Tech stack & infrastructure choicesLocked
03Culture & day-to-day work styleLocked
04Why join now vs. 6 months from nowLocked
05Hiring focus & open headcount by teamLocked
06Comp philosophy and band contextLocked

Open EagleStone Tax & Wealth Advisors brief Sign in

7-day free trial · $25/mo · cancel anytime

LEADERSHIP

Founders & key people

James Warring

OPEN ROLES

Hiring at EagleStone Tax & Wealth Advisors

No open roles listed right now. Check back soon or search all jobs →

FUNDING

Capital raised

Total Amount Raised: $3,990,000