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 with individuals (including high-net-worth clients), retirement plans, charitable organizations, and small businesses, offering fee-only investment management alongside both ongoing and project-based financial planning and retirement plan consulting. The firm also conducts educational seminars and speaking engagements for organizations and the public on investment and personal finance topics. The firm’s investment process centers on target asset allocation and a mix of passive and active vehicles, with an emphasis on long‑term holdings and the use of outside managers or model portfolios when appropriate. Eden Financial implements discretionary trading for managed accounts, accommodates client-imposed restrictions, and can construct socially responsible portfolios when clients request values-based screening. What is notable about Eden Financial relative to many peers is its regular offering of educational seminars and speaking engagements as part of its client services, an activity that the firm highlights in its brochure. The firm also maintains an institutional relationship with a digital custodian and model-platform provider—giving access to model marketplaces, tax-management tools and technology support—and discloses referral and platform compensation arrangements and the potential conflicts those relationships can create.

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.

You can also browse Eden Financial's office locations.