A complete list of active advisors currently associated with Eden Financial

Warmer can help you find a great advisor at Eden Financial or one who fits your needs even better.

Eden Financial works primarily with individual clients (including high‑net‑worth individuals), employer retirement plans, charitable organizations, and businesses, offering fee‑only investment management, both ongoing and project‑based financial planning, retirement plan consulting, and educational seminars or speaking engagements. The firm manages portfolios across common asset types—stocks, bonds, mutual funds, ETFs, and cash equivalents—and may refer clients to third‑party outside managers when appropriate. The firm’s investment process emphasizes asset allocation and a mix of passive and active strategies, with portfolios tailored to clients’ risk tolerance, tax considerations, and any client‑imposed restrictions; discretionary trading authority is used for accounts where clients have granted it. Financial planning is integrated into advisory relationships and the firm can incorporate socially responsible investing screens and model portfolios into client accounts. Noteworthy distinctions include the firm’s regular offering of educational seminars and participant education for groups and employers—a service relatively uncommon among peers—and its participation in an institutional platform’s model marketplace and referral/match programs. Those platform arrangements provide model and tax‑management tools as well as technology and referral compensation to the firm, a relationship the brochure discloses and that can create an incentive to maintain client assets on that platform.

To learn more about the advisors currently working at Eden Financial, 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.