There’s a lot of noise out there when it comes to financial advice.
While it may appear that we all look and sound the same, not all financial firms are created equal.
At Eudaimonia Wealth, We’re Proud to Be:
Fiduciary
What does it mean to be a fiduciary? Simply put, we're legally required to act in your best interest with honesty and in good faith at all times. If you're thinking that sounds like a reasonable expectation for someone you entrust with your life savings, we agree. Unfortunately, that's not the case right now in our industry, and there is a wide range of experiences you can have with different financial service providers.
Fee-Only
As part of our fiduciary oath to you, we’ve established ourselves as a fee-only, independent advisory firm. So what exactly does that mean? We never receive compensation in the form of commissions. The only compensation we receive comes directly from our clients through a transparent and agreed upon fee. This allows us to work with you on the same side of the table, avoid potential conflicts of interest, and provide you independent and objective advice to help you achieve your goals.
CFP Professional
While many financial advisors elect to call themselves “financial planners”, only professionals who have fulfilled the experience, education, exam, and ethical standards can use the CERTIFIED FINANCIAL PLANNER™ title. We are firm proponents of a minimum competency standard when it comes to financial advice, and have shown our commitment to maintaining what’s commonly referred to as the highest standard of excellence in the industry.