A complete list of active advisors currently associated with Eudaimon Wealth Management

Warmer can help you find a great advisor at Eudaimon Wealth Management or one who fits your needs even better.

Eudaimon Wealth Management provides ongoing portfolio management and investment advisory services to individual and high‑net‑worth clients, preparing an Investment Policy Statement for each client and offering both discretionary and non‑discretionary management. The firm tailors plans to client goals and documents risk tolerance, permits client‑imposed investment restrictions, and delivers quarterly reporting through the custodian. The adviser combines modern portfolio theory with quantitative analysis and uses a broad investment set that includes mutual funds, equities, ETFs (including commodity and precious‑metals ETFs), REITs, TIPS, and non‑U.S. securities. Its stated strategies include both long‑ and short‑term trading and active techniques such as margin, short sales, and options trading (including uncovered options), with monthly reviews of client accounts. Noteworthy for a small advisory practice, the firm manages roughly $18 million across about 14 client accounts and administers most assets on a discretionary basis without outsourcing to third‑party managers. It participates in an institutional custodian program and discloses receipt of research, services, and other economic benefits from the custodian (a potential conflict), and the brochure reports no disciplinary history or other industry registrations.

To learn more about the advisors currently working at Eudaimon Wealth Management, 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.