TRUE INDEPENDENCE FOR REGISTERED INVESTMENT ADVISERS
Eudaimonia Group is a national Registered Investment Adviser (RIA) resource firm providing a full range of financial and technical services for financial advisers who are RIAs and those seeking to transition to an RIA role.
We relentlessly seek out, learn about and create relationships with premier providers, so your practice has the support, service and expertise you and your clients deserve.
Eudaimonia Group’s service portfolio comprises four areas of concentration: Strategic Resources, Financial Technology (FinTech), Operational Support and Practice Management.
When it comes to custodians, relationships matter. As financial industry veterans, we have worked with our custodial agents for decades. This provides our advisors world-class access and service.
One of the most fluid areas of financial management is the ever-changing regulatory environment. We help you navigate compliance and give you back time to interact with your clients.
Whether solving a legal question or supporting your transition, our legal strategic resources help remove obstacles facing you or your clients.
Our adviser technology resources are second to none. Wealth Management Platform, Financial Planning Tools, Aggregation Tools and CRM platforms are provided by industry leaders to support your transition and client service from day one.
Superior back office support requires more than tools. It’s about the expertise our Eudaimonia team has gained from decades of financial services experience. We quickly solve time-consuming issues so you can move forward.
A trust company must provide a full range of estate and asset planning and administration services. Our providers offer it all, backed by decades of professional experience.
Select client needs may require a higher level of attention. Our private banking resources can provide any required solution.
Eudaimonia Group will help navigate your journey to become an independent Registered Investment Adviser.
From Day One, your dedicated Eudaimonia Group transition consultant will coordinate timely, responsive assistance from each business area essential to your successful transition, including services, operations, marketing and compliance. The result will be a comprehensive, compliant and timely transition for your practice and clients.