HUMAN EXPERTISE. ROBUST TECHNOLOGY.
Eudaimonia Group
®
100 Years of Proven Advisory Experience
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 established Eudaimonia Group with a singular purpose: to enrich the lives of those we touch by creating true opportunity for RIAs and their clients to have better lives and thrive.
EG provides best-in-class resources crafted in a culture that values transparency, trust and independence for its associated Advisers. With over 100 years of proven financial advisory experience, we support and guide our RIA partners toward success for their clients and themselves.
​
Our purpose, expertise and strategic resources form the holistic wealth management process we call Lifevesting.
Eudaimonia Group Resources
*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).