A complete list of active advisors currently associated with Eden Advisory Services, LLC

Warmer can help you find a great advisor at Eden Advisory Services, LLC or one who fits your needs even better.

Eden Advisory Services serves individual clients—including high‑net‑worth individuals—and charitable organizations, providing discretionary portfolio management and financial planning. The firm advises across mutual funds, equities, fixed income, ETFs and certain insurance products, and its ongoing portfolio services are billed on an asset‑based basis. Eden frames client work with a documented Investment Policy Statement and employs a mix of fundamental, technical, quantitative analysis and modern portfolio theory, typically using a long‑term trading approach and seeking discretionary trading authority. The firm supplements its in‑house work with third‑party managers (Astoria Portfolio Advisors) and accesses proprietary strategies and software through a partnership with another registered adviser, while custodial relationships are maintained with a specified broker‑dealer. What distinguishes Eden from many peers are its networked business relationships and product activities: representatives may sell commissionable insurance and annuity products, the firm provides administrative and operational support to Amidon & Petersen Financials and uses some of their proprietary strategies, and it has disclosed a consulting relationship that includes equity compensation with a private equity firm (Vancor Ventures). These arrangements create potential conflicts that Eden discloses and says it manages by evaluating suitability and making disclosures to affected clients.

To learn more about the advisors currently working at Eden Advisory Services, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.