EDEN FINANCIAL

Overview

Eden Financial is an independent registered investment adviser organized as a limited liability company that serves individual and family clients. The firm operates as a capital allocator, combining discretionary portfolio management with financial planning and adviser selection services. Its advisory mix includes one-on-one planning, portfolio management for individuals and small businesses, pension consulting, and educational workshops — an indication that the firm blends investment management with ongoing client education and third-party manager selection. Investment behavior is equity‑oriented with an explicit ESG tilt; the firm identifies as an active ESG investor and shows a clear preference for exchange‑traded equities as its primary portfolio building block. As an independent RIA with a fee model that includes assets‑under‑management, hourly and fixed fees, Eden Financial likely tailors fee arrangements to client needs and the complexity of multi‑asset or alternative allocations.

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Location & Offices