A complete list of active advisors currently associated with EUDAIMONIA Wealth

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

Eudaimonia Wealth manages roughly $28.5 million for about 33 individual clients and offers discretionary investment management together with financial planning services. The firm provides tailored portfolios held at qualified custodians and ongoing advice to support clients’ investment and financial-planning objectives. The firm emphasizes a primarily passive, buy-and-hold investment approach built around Modern Portfolio Theory, while also using fundamental and cyclical analysis to inform portfolio construction and monthly rebalancing. Financial planning is offered in three formats — ongoing subscription, project-based, and hourly — and deliverables take the form of written or electronic plans while investment management is conducted on a discretionary basis. Notably, the firm’s advertising materials include third‑party ratings and client testimonials, a practice that is uncommon among similar independent advisers and is reflected on its public-facing materials. Operationally, the brochure discloses a preference for a specific qualified custodian (Charles Schwab) and states the firm will not manage discretionary accounts for clients who decline that custodian; it also does not vote client proxies or provide separate written account review reports, which may differ from many peers.

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