Orange County, CA
Scott Eichler
Hi there 👋 I'm Scott. I help Southern California property owners defer the tax on a property sale, without forcing them into a rushed 1031 exchange, or a property they don't want to manage.
I specialize in 1031 exchanges, Delaware Statutory Trusts (DSTs), and Qualified Opportunity Zones for real estate owners across Los Angeles, Orange County, San Diego, and the Inland Empire. Realtors and CPAs also send clients my way when a transaction has tax issues, lending problems, or a client that wants to sell and wants to stop managing property.
Scott
’s team
Savvy Investment Team
Lyndsy Skiest
Lyndsy is a seasoned financial services professional with over a decade of industry experience, dedicated to delivering exceptional white-glove service to high-net-worth clients. Known for her keen eye for efficiency, she excels at streamlining processes and simplifying complex operations—keeping everyone informed and moving toward results with speed and precision. Her client-centric approach and drive for success make her an invaluable partner for both clients and team members alike.
With a Bachelor of Science in Business Administration and the Financial Paraplanner Qualified Professional (FPQP) designation, Lyndsy brings both education and expertise to her work. Throughout her career as a Client Service Specialist and Operations Specialist at multiple RIAs across the country, she has honed her ability to manage relationships, drive operational excellence, and ensure seamless, high-quality support at every touchpoint.
Outside the office, Lyndsy is a proud dog mom who cherishes quality time with family and friends. She's an avid traveler and hiking enthusiast, passionate about exploring new restaurants, and loves nothing more than relaxing at the beach.
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Our team
How can I help?
UNDERSTAND YOUR OPTIONS
Real Estate Investment Planning
We excel in assisting real estate investors with mapping out their financial futures, whether by developing exit strategies for property sales, facilitating pre-purchase property evaluations, or revealing hidden opportunities.
STRIVING TO MINIMIZE YOUR TAX BURDEN
Tax Optimization
We aim to take the ambiguity out of tax planning by utilizing tax-reducing strategies that encompass your overall tax liability. We do it by putting together a game plan that is specific to your needs.
MINIMIZING YOUR TAX BURDEN
Legacy & Charitable Planning
Whether it's transferring assets to kids or grandkids, or maximizing your charitable donations, we have the expertise with complex strategies surrounding wealth transfer.
TAKE CONTROL OF YOUR FINANCIAL FUTURE
Financial Planning & Analysis
Personalized wealth management helps our clients protect their assets. We use a holistic approach to financial planning that integrates tax strategy, trust & estate planning, and risk management.
Scott
’s resources
Get to know
Scott
Scott Eichler is a financial advisor based in Southern California, specializing in 1031 exchanges, Delaware Statutory Trusts, and tax-deferred real estate transactions. Over nearly two decades in wealth management, he's built a practice around helping property owners across Los Angeles, Orange County, San Diego, and the Inland Empire navigate a sale without a rushed exchange or a property they don't want. Realtors and CPAs regularly refer clients to Scott when a transaction raises a tax question outside their own scope. His practice, Standing Oak Advisors, gives clients tools to see their numbers and their options before they ever get on a call: a calculator that estimates what they'd owe, and a decision tree that narrows down which strategy fits.
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How did you become a financial advisor?
In 1998, I discovered a shared passion for investing with my grandfather, a bond that united us. By 2006, it dawned on me that my father's financial success in investments only came after he connected with a skilled financial advisor. Inspired by this, I aspired to replicate the positive impact that my father's advisor had on our family for other households.
What types of clients do you work with?
Property owners across Southern California, generally with $1M or more in net worth, who are selling or have sold an investment property and want to defer the tax the right way. I also work closely with realtors and CPAs, who bring clients to me when a transaction raises questions outside their comfort zone.
What areas of expertise do you have?
1031 exchanges, Delaware Statutory Trusts, Qualified Opportunity Zones, and tax-deferred strategies for real estate transactions.
What kinds of strategies do you help clients with?
My philosophy revolves around the idea that products, while not direct solutions, function as tools to address various needs. Just like how a quality product can appear ineffective in the wrong context – it's like receiving a hammer when the task calls for cutting wood. The true challenge arises not from the hammer itself, but from its misapplication in a mismatched scenario.
What is your favorite part of working with clients?
Building long term relationships and finding unique solutions.
What is it like partnering with Savvy?
Savvy's technology greatly boosts my productivity through task automation, it also gives me access to extensive information resources to build the right portfolios for my clients, and it allows for seamless communication with my clients.
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