Eudaimonia Group is a national Registered Investment Advisor (RIA) resource firm.* It 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 that financial advisers who care about their clients deserve to partner with an RIA wealth management firm transparently structured so that both can flourish. We established Eudaimonia Group with that singular purpose: to create true opportunity for financial advisers and their clients to have better lives and thrive.
Why We're Better
Our structure guarantees true independence for registered investment advisers.
No up-front fees to become a Eudaimonia Group RIA adviser.
Superior compensation and favorable agreements for RIA advisers that transform them into genuine business owners.
A culture that prizes our relationship with RIA adviser and supports direct relationships with their clients to promote mutual trust and best outcomes for all.
Transparency in our relationship with each RIA 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.
*A registered investment adviser (RIA) is a firm that is an investment adviser in the United States, registered as such with the Securities and Exchange Commission or a state's securities agency. The numerous references to RIAs within the Investment Advisers Act of 1940 popularized the term, which is closely associated with the term investment adviser. An investment adviser is defined by the Securities and Exchange Commission as an individual or a firm that is in the business of giving advice about securities. However, an RIA is the actual firm, while the employees of the firm are called Investment Adviser Representatives (IARs).