Welcome To Eagle Eye Advisory

Registered Investment Advisor

that has responsibility to its clients, as opposed to brokerage firms or insurance companies.  Eagle Eye Advisory does not sell products and never receives a commission, which allows Eagle Eye Advisory the opportunity to review the entire marketplace and provide you with optimal solutions that fit your needs.  As a Registered Investment Advisor, Eagle Eye Advisory has a fiduciary duty to its clients, which means we have a fundamental obligation to always act solely in the best interests of each and all of our clients.

Eagle Eye Advisory has clients that are retired individuals, families, small business owners & busy individuals that are working to provide for themselves and their families. Clients work with Eagle Eye Advisory because they want someone they can trust and someone available to them that provides exceptional service and someone committed to their relationship

Eagle Eye RIA

Meet Our Team

Who is Eagle Eye Advisory?

Our Company Mission

Eagle Eye Advisory’s mission statement is to “be a trusted fiduciary committed to exceptional service and accessibility for its clients”.   Since the beginning, the company has focused on our fundamental obligation to act in our client’s best interests, ensure that our clients have the financial expertise and tools to plan their future.  Eagle Eye Advisory focuses on helping its clients understand: 1) the benefits of registered investment advisors, 2) how financial planning will help them reach their goals, 3) how to put together retirement strategies and plans, 4) why investment management works and 5) Eagle Eye Advisory’s investment philosophy and how it will benefit their future.

Eagle Eye Advisory, utilizes the services of Shareholders Service Group, Charles Schwab Company to hold clients assets.

FORM ADV Part 2A

FORM ADV Part 2B

Why Eagle Eye Advisory?

  • Eagle Eye Advisory has a fiduciary responsibility to put the clients interest first, as opposed to brokerage firms or insurance companies who do not

  • Eagle Eye Advisory does not sell products

  • Eagle Eye Advisory never receives commission

  • Help you achieve the most optimal portfolio for your given risk level

  • Talk to the owners directly…always

Steven A. Schaefer
Steven A. SchaeferPrincipal
Education and licenses:
• Capital University, Columbus, Ohio. Bachelor of Arts in Computer Science, 1997.
• The Ohio State University CFP® Certification Education Program, 2005.
• Completed, CFP Board of Standards Examination Requirement, 2005.
• Uniform Investment Advisor Law Examination (Series 65), 2005.
James M. Bishop
James M. BishopPrincipal
Education Background and Licenses
• Bachelor of Science, Applied Management, Ohio University
• Investment Company and Variable Contracts Products Representative Examination 1993
• General Securities Representative Examination (Series 7) 1994
• Uniform Securities State Law Examination (Series 63) 2005
• Uniform Investment Advisor Law Examination (Series 65) 2022