top of page
Eudaimonia Group is a financial resources firm that provides human expertise and robust technology to support holistic wealth managers who serve their clients with respect, excellence, and successful outcomes. We call our process Lifevesting®.
Why We Do This
We believe financial advisers who care about their clients deserve to partner with a firm transparently structured so that both can flourish. We established Eudaimonia Group with that singular mission: to create true opportunity for financial advisers and their clients to have better lives and thrive.
Why We're Better
Our structure guarantees independence for financial advisers.
-
No up-front fees to become a Eudaimonia Group financial adviser partner.
-
Superior compensation and favorable agreements for financial advisers that transform them into genuine business owners.
-
A culture that prizes our relationship with each financial adviser and supports direct relationships with their clients to promote mutual trust and best outcomes for all.
-
Transparency in our relationship with each financial adviser.
-
No lock-ins. Your clients and businesses are yours.
Why We Want You
Achieving our mission and living our values depend on partnering with a select cohort of financial professionals that share our vision and values.
bottom of page