A complete list of active advisors currently associated with Eden Family Wealth Group, LLC

Warmer can help you find a great advisor at Eden Family Wealth Group, LLC or one who fits your needs even better.

Eden Family Wealth Group provides investment management, financial planning, and retirement-plan advisory services to individuals, families, small business owners, and qualified retirement plans (including 401(k), profit-sharing, and defined benefit/cash balance plans). Offerings include non‑discretionary portfolio management, modular or comprehensive financial planning, and integration of tax‑aware strategies into investment advice. The firm relies on fundamental analysis, asset allocation modeling, and tax‑efficient portfolio construction (for example, asset‑location and tax‑loss harvesting) and customizes recommendations to each client’s goals, risk tolerance, time horizon, liquidity needs, and tax circumstances. For plan sponsors, EFWG provides fiduciary consulting (often in a 3(21) capacity), assistance with investment policy statements and provider benchmarking, and participant education and enrollment support. Notably, EFWG combines retirement‑plan consulting and participant education with one‑on‑one planning for individuals and small businesses—services that are less common for firms in the investment‑manager category. The firm also operates alongside a separate tax practice and a real‑estate holding business, which can lead to bundled or coordinated tax and investment advice and is disclosed as a potential conflict of interest.

To learn more about the advisors currently working at Eden Family Wealth Group, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.