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About Us

Eudaimonia (U•da•mōn•ēya): a contented state of health, happiness and prosperity.


Eudaimonia Group exists for one purpose: to enrich the lives of those we touch by creating true opportunity for financial advisers and their clients to enjoy better lives and thrive.

We came together in 2016 as partners in Nashville, Tennessee, driven to pursue a better way to serve advisers as a result of our own experiences that lacked opportunity, independence, transparency and support working under traditional players in the financial services industry.

Since our inception, our affiliated registered advisers have grown in assets, advisers and influence. One unwavering, deeply held belief has been constant throughout this journey - ours is a way where all involved have the opportunity to be the best for themselves, their families, their communities and their clients.

Our Principles

We will encourage our associates to treat all with respect, financially thrive, live their deepest values, find meaning, contribute, and enjoy the company of others to serve clients well.

Create a work experience where people can be their best.

We will consistently strengthen our portfolio of resources and environment of high trust to support advisers in building skills and behaviors to maximize their strengths, productivity, organizational well-being, and profit.

Care deeply about advisers.

We will provide a continually improving portfolio of people and resources, transparently structured so both advisers and clients will flourish.

Support the fiduciary duty and adviser-client relationship.

We will support our advisers to help clients manage their daily lives, as well as long-term strategies to build wealth, security, and the attainment of dreams.

Practice a holistic, collaborative approach to financial management

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