Eden Family Wealth Group, LLC

Eden Family Wealth Group provides investment management and financial planning to individuals, families, small business owners, and qualified retirement plans. Its services include non‑discretionary portfolio management, modular and comprehensive financial planning, tax‑aware portfolio integration, and advisory services for 401(k), profit‑sharing, and defined benefit/cash‑balance plans.

The firm customizes recommendations based on clients’ risk tolerance, tax situation, time horizon, and liquidity needs, employing fundamental analysis, asset‑allocation modeling, and tax‑efficient techniques such as asset location and tax‑loss harvesting; clients must approve transactions prior to execution. For retirement plans the firm can serve as an ERISA 3(21) fiduciary, assisting with plan design and provider benchmarking, drafting investment policy statements, and providing participant education and ongoing fiduciary monitoring.

What is distinctive is the firm’s emphasis on institutional and plan work alongside individual wealth management—offering pension consulting, participant education/enrollment support, and services to corporate or business clients, which is uncommon among peers of this size. The principal also operates separate tax‑services and real‑estate businesses and discloses the potential conflicts from cross‑referrals and bundled offerings, managing those conflicts through disclosure and separate agreements.