We’re changing the aim, so your life and the lives of your clients will be better.


Eudaimonia (U•da•mōn•ēya) means a contented state of health, happiness and prosperity… so your life and the lives of your clients will be better.


For RIAs seeking premier resources curated in a culture that values transparency, trust and independence, Eudaimonia Group has decades of proven financial advisory experience to guide our RIA partners toward success for themselves and their clients.

A rich life is multi-dimensional. Life goals reach beyond wealth. They include purpose, values, physical and mental health, along with prosperity.

We believe that financial advisers who care about their clients deserve to partner with a national Registered Investment Adviser (RIA) resource firm transparently structured so that both can flourish. We established Eudaimonia Group with a singular purpose: to enrich the lives of those we touch by creating true opportunity for RIAs and their clients. That’s our aim.


Our expertise, technology and strategic resources equip our advisers with LIFEVESTING®, our holistic financial management process, to support their clients’ health, happiness and prosperity.


Are you ready for independence and comprehensive support for your practice?