The Estate & Retirement Planning Center
The Estate & Retirement Planning Center is a privately held, fiduciary financial advisory practice in Irwin, PA (Greensburg area) serving individual retirees and pre-retirees with retirement income, estate, and wealth management planning delivered through Foundations Investment Advisors, LLC (SEC registered).
- Company typePrivate
- Founded-
- HeadquartersGreensburg, United States
- Headcount11–50
- GTM typeB2C
- OfferingServices
What The Estate & Retirement Planning Center does
The Estate & Retirement Planning Center is a privately held, single-office financial advisory practice headquartered at 311 Main St, Irwin, PA (Greensburg area), founded on a fiduciary model and led by principal Tom Eaglehouse. The firm serves individual retirees and pre-retirees in western Pennsylvania, delivering personalized retirement income planning, estate planning, wealth management, asset protection, and tax-efficient strategies, alongside insurance and annuity products (fixed/indexed annuities, life insurance, long-term care). All investment advisory services are formally offered through Foundations Investment Advisors, LLC, an SEC registered investment adviser (CRD #175083), under an Investment Advisor Representative arrangement.
The service mix spans Wealth Management Consulting, Safe Money Investing, Asset Protection Planning, Retirement Income Planning, IRA and 401(k) rollover planning, and estate transfer/charitable planning. The technology stack is intentionally light: a content website with Calendly scheduling integration plus a multi-format educational content distribution layer (IRA Blog via Ed Slott's Elite IRA Advisor Group, Weekly Market Commentary, Weekly Newsletter, Educational Videos). There is no proprietary software, app, API, or AI component in the stack.
The business model is fee-based professional services with multi-year client engagements, supplemented by insurance/annuity commissions on placed products. Go-to-market is sales-led and consultative, anchored by Tom Eaglehouse's personal brand, sustained regional recognition (Tribune Review 'Quest for the Best' Financial Planning awards 2014–2020), and national media exposure (ABC, CBS, NBC, FOX, USA Today, Wall Street Journal). Distribution is direct-to-client via in-person consultations, phone, email, and online scheduling, with no intermediaries or third-party channels.
The Estate & Retirement Planning Center firmographics
Firmographics- Name
- The Estate & Retirement Planning Center
- Legal name
- The Estate & Retirement Planning Center
- Website
- https://estateandretirementcenter.com
- Company type
- Private
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- The Estate & Retirement Planning Center is a privately held, fiduciary financial advisory practice in Irwin, PA (Greensburg area) serving individual retirees and pre-retirees with retirement income, estate, and wealth management planning delivered through Foundations Investment Advisors, LLC (SEC registered).
- Ownership category
- akta.pro rank
The Estate & Retirement Planning Center industry classification
Industry- Product category
- Retirement and Estate Planning Advisory Services
- NAICS
- Portfolio Management and Investment Advice (523940)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Retirement Income Planning & Decumulation Advisory (FSAEABAD)
- akta.pro secondary industries
- Estate & Legacy Planning Advisory (FSAEAAAG), Annuity & Insurance-Based Retirement Solutions Advisory (FSAEABAH), Retirement & Distribution Planning RIAs (401(k)/IRA/Pension Rollovers) (FSAAACAE)
Keywords
Where The Estate & Retirement Planning Center is headquartered
LocationHeadquarters
- HQ city
- Greensburg
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
The Estate & Retirement Planning Center business model
Business model- GTM type
- B2C
- Offering type
- Services
Revenue model
- Investment Advisory Services: Fee-based investment advisory services offered through Foundations Investment Advisors, LLC, an SEC registered investment adviser. The firm provides personalized retirement strategies, estate planning, and wealth management guidance.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Other | Multi-year contract | Personalized advisory services |
Go-to-market motion1 record
Distribution channels1 record
Marketing channels7 records
The Estate & Retirement Planning Center product offering
Product offeringCore offering
The Estate & Retirement Planning Center is a fee-based fiduciary financial advisory practice that provides personalized retirement income, estate planning, wealth management, and asset protection services to individual retirees and pre-retirees. Advisory services are delivered through Foundations Investment Advisors, LLC, an SEC registered investment adviser (CRD #175083), with offerings spanning market investments, safe money products, fixed and indexed annuities, life and long-term care insurance, and IRA/401(k) rollover planning.
Product overview
The Estate & Retirement Planning Center, led by Tom Eaglehouse, is a financial advisory practice offering personalized retirement and estate planning services through Foundations Investment Advisors, LLC, an SEC registered investment adviser. The core offerings include Wealth Management Consulting, Safe Money Investing, and Asset Protection Planning services. The practice provides a comprehensive range of financial products including Fixed and Indexed Annuities, life insurance, and long-term care strategies. Educational resources include an IRA Blog featuring Ed Slott's expertise, Weekly Market Commentary, Educational Videos, and a Weekly Newsletter. The firm operates on a fiduciary basis, offering investment advisory services from managing market investments to safe money products.
Differentiator
Problem solved
Functional benefit
Products and services
- Wealth Management Consulting
Companies that use The Estate & Retirement Planning Center
Customer profileSegments2 records
The Estate & Retirement Planning Center technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
The Estate & Retirement Planning Center partnerships and signals
Strategic signalScale indicators2 records
Recent moves5 records
Expansion highlights4 records
The Estate & Retirement Planning Center competitors and assessment
Company assessmentBroad incumbents
- LPL Financial: Largest independent broker-dealer in the US, hosting thousands of affiliated advisors offering retirement, estate, and insurance planning. Comparable in retail advisor-affiliation model and product breadth, though at substantially larger scale.
- Edward Jones: National retail investment advisory firm with a branch-based advisor model serving mass-affluent and retiree clients. Comparable in retirement/estate planning focus and small-office advisor delivery, but with thousands of locations versus a single Pennsylvania office.
- Commonwealth Financial Network: Independent broker-dealer and RIA network supporting affiliated advisors in retirement income, estate planning, and insurance solutions. Comparable in supporting affiliated advisor practices with holistic retirement and wealth services.
- Cetera Financial Group: Independent advisor support platform hosting affiliated advisors across retirement, wealth, and insurance solutions. Comparable in advisor-affiliation structure (similar to the Foundations IAR model) and retail retirement/annuity product mix.
- Sanctuary Wealth: Independent advisor platform supporting breakaway advisors with retirement, estate, and insurance solutions under an affiliation model. Comparable in advisor-affiliation structure and holistic retail retirement/wealth offering.
- Ameriprise Financial: Large retail wealth manager operating through affiliated advisor practices offering retirement income planning, annuities, and estate planning services. Comparable product breadth and advisor-affiliation model, though at significantly larger national scale.
- Carson Group: Wealth management firm supporting affiliated advisors with retirement income, estate, and business-succession planning services. Comparable in advisor-affiliation model and holistic retirement/estate service offering.
- Creative Planning: Large fee-only RIA serving high-net-worth and mass-affluent clients with comprehensive retirement, estate, and tax planning. Comparable in fiduciary-only positioning and retirement/estate planning focus, though at multi-state national scale.
Direct peers
- Ed Slott and Company: Nationally recognized IRA and retirement tax-planning firm whose content (Slott Report, Elite IRA Advisor Group) is featured directly on The Estate & Retirement Planning Center's IRA Blog. Comparable in retail IRA/retirement planning focus, fiduciary positioning, and content-driven client acquisition.
Emerging players
- Wealthfront: Leading robo-advisor offering automated portfolio management, retirement planning, and tax-loss harvesting for retail investors. Comparable in retail retirement-investing focus but with a fully digital, low-fee model that pressures traditional human-advisor economics.
Market position
Strengths4 records
Weaknesses4 records
Competitive moat4 records
Key risks5 records
Key highlights6 records
Customer concentration
The Estate & Retirement Planning Center social profiles
Digital presenceThe Estate & Retirement Planning Center compliance and trust
Trust signalCompliance2 records
The Estate & Retirement Planning Center financial estimates
Financial estimateRevenue estimate
Valuation estimate
The Estate & Retirement Planning Center leadership team
Management profileNumber of profiles
The Estate & Retirement Planning Center funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
The Estate & Retirement Planning Center M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about The Estate & Retirement Planning Center
What does The Estate & Retirement Planning Center do?
The Estate & Retirement Planning Center is a fee-based fiduciary financial advisory practice that provides personalized retirement income, estate planning, wealth management, and asset protection services to individual retirees and pre-retirees. Advisory services are delivered through Foundations Investment Advisors, LLC, an SEC registered investment adviser (CRD #175083), with offerings spanning market investments, safe money products, fixed and indexed annuities, life and long-term care insurance, and IRA/401(k) rollover planning.
Is The Estate & Retirement Planning Center a public or private company?
The Estate & Retirement Planning Center is a private company. It is currently operating.
When was The Estate & Retirement Planning Center founded?
The Estate & Retirement Planning Center was founded in -1. It employs 11 to 50 people.
Where is The Estate & Retirement Planning Center based?
The Estate & Retirement Planning Center is headquartered in Greensburg, United States, in the North America region.
How does The Estate & Retirement Planning Center make money?
One revenue line is on record: investment Advisory Services.
Who are The Estate & Retirement Planning Center's main competitors?
Broad incumbents on record are LPL Financial, Edward Jones, Commonwealth Financial Network, Cetera Financial Group, Sanctuary Wealth, Ameriprise Financial, Carson Group and Creative Planning. Ed Slott and Company is listed as a direct peer. Wealthfront is listed as an emerging player.
Does The Estate & Retirement Planning Center have an API?
No public API is recorded for The Estate & Retirement Planning Center.
What industry is The Estate & Retirement Planning Center in?
The Estate & Retirement Planning Center's product category is Retirement and Estate Planning Advisory Services. Its primary akta.pro industry code is FSAEABAD, Retirement Income Planning & Decumulation Advisory, with a secondary code of FSAEAAAG, Estate & Legacy Planning Advisory. Its NAICS code is 523940 and its SIC code is 6282.