Eden Advisory Services, LLC

Eden Advisory Services provides ongoing portfolio management and financial planning to individuals, high‑net‑worth individuals, and charitable organizations. In addition to discretionary portfolio management, the firm and its representatives may offer insurance products including annuities and, where licensed, sell commission‑based financial products.

The firm customizes an Investment Policy Statement for each client, typically manages accounts on a discretionary basis, and uses a blend of fundamental, technical, quantitative analysis and modern portfolio theory with a long‑term trading orientation. Eden supplements its in‑house work with third‑party resources, including research assistance from Astoria Portfolio Advisors, and requires clients to custody assets at Pershing Adviser Solutions.

Eden’s business relationships set it apart from many peers: the firm provides administrative and operational support to Amidon & Petersen Financials and accesses proprietary strategies and software through that relationship, and it has a consulting arrangement with a private equity firm under which it received equity — all disclosed as potential conflicts of interest. The firm is relatively small, reporting roughly $29 million in discretionary assets under management and no account minimums, and it discloses practices such as accepting insurance commissions and not aggregating block trades that clients may wish to consider.