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Services

INDEPENDENCE FOR FINANCIAL ADVISERS

Eudaimonia Group is a resources firm providing a full range of financial and technical services for financial advisers who are RIAs and those seeking to transition to a financial adviser 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.

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Custodians

When it comes to custodians, relationships matter. As financial industry veterans, we have worked with our custodial agents for decades. This provides our advisers with platform services to accommodate clients' varying investment needs.

Compliance

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.

Legal

Whether addressing a legal question or supporting your transition, our legal strategic resources help solve obstacles facing you or your clients.

Financial Technology

EG’s fintech stack includes a customizable wealth management platform from industry leading software firms. CRM, financial planning, performance reporting and aggregation tools are all within the technology offering. 

Back Office
Support

Back-office support requires more than tools. It’s about the expertise our Eudaimonia team has acquired over years in the wealth management industry. We quickly solve time-consuming issues so you can move forward.

Trust

A trust company must provide a full range of estate and asset planning and administration services to be a useful resource. Our providers offer it all, professionally and effectively.

Private
Banking

Select client needs may require a higher level of attention. Our private banking resources can provide any required solution. 

Transition

Eudaimonia Group will help navigate your journey to become a financial 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.