Our purpose, expertise and resources form the holistic wealth management process we call Lifevesting. It is our comprehensive approach incorporating financial planning, taxes and cash flow, insurance needs, banking needs, retirement planning and estate planning.



Consider how many pieces make up a client’s financial situation. Similar to a puzzle, financial decisions must fit together to successfully complete the big picture. The Lifevesting process is comprehensive in scope, with interdependent components. In other words, holistic.


Lifevesting is more than planning and reporting, it’s the way we support our advisers to help clients manage their daily lives. Of course, our advisers employ strategies to build wealth. Yet, they go deeper to manage expenses, protect families, lifestyles and assets, plan income for now and in retirement, and prepare to pass wealth on to the next generation.


Eudaimonia Group has the expertise and necessary resources to provide true holistic wealth management. To do so, our ecosystem leverages human expertise and financial technology resources to enhance the lives of every adviser and client.