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Steven D
Series 63, Series 65
Mt. Crested Butte, CO
Eudaimon Wealth Management
Steven Daniels is a financial advisor at Eudaimon Wealth Management in Mt. Crested Butte, CO, holding Series 63 and Series 65 licenses with 25 years of industry experience. He has been with Eudaimon Wealth Management since 2020 and also maintains a role at Laurel Wealth Advisors, Inc. since 2013. Eudaimon Wealth Management provides portfolio management and investment advisory services primarily to individual and high-net-worth clients, offering tailored investment plans with documented risk tolerance and client-imposed restrictions. The firm employs a combination of modern portfolio theory and quantitative analysis across a broad range of investment vehicles, including mutual funds, equities, ETFs, REITs, and options trading, managing approximately $18 million mostly on a discretionary basis.
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