Eddy Financial is a wealth management advisory firm established by Bob Eddy, MBA, ChFC®, CLU®, a veteran financial services professional with over 40 years of experience. As a boutique firm, we provide tailored comprehensive investment services to individuals and businesses across the country. One of our top tier providers is available to less than 2% of investment professionals. They are a pioneer of quantitatively oriented investment philosophy rooted in rigorous academic research that pursue returns through advanced portfolio design, management, and trading. We have worked with this partner for over a decade. We believe this partnership is indicative of the top flight providers we seek out and collaborate with to provide best in class solutions for our clients.
Eddy Financial is built on four core principles:
Tailored Comprehensive Solutions
We are unwavering in providing solutions that meet your needs and simplify your financial life.
Accountability
We say what we do, and do what we say, we are fiduciaries, which means we act in your best interest always.
Integrity and Trust
Over the last 40 years, Bob Eddy has been a leading voice for ethical practices in the investment community.
Strategic Approach
We take a strategic approach and our goal is to help you live comfortably today and to protect your legacy for the future.
Disclaimer:
Eddy Financial, LLC is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Eddy Financial, LLC and its representatives are properly licensed or exempt from licensure. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Eddy Financial, LLC unless a client service agreement is in place.
Company Details
- Employees
- 3
- Address
- 100 Wilshire Blvd,
- Industry
- Investment Management
- NAICS
-
Other Financial Investment ActivitiesPortfolio ManagementAll Other Financial Investment ActivitiesTrust, Fiduciary, and Custody ActivitiesMiscellaneous Financial Investment Activities
- Website
- eddyfinancial.com
- Keywords
- Wealth Management, Investment Advisory, Solutions for Business, Retirement, Estate Planning Services, Educational Funding (529s), Stock Options, 401ks, Deferred Compensation.
- HQ
- Santa Monica, CA
- Competitors
- Hall Capital Partners LLC.
Eddy Financial Questions
Eddy Financial's website is eddyfinancial.com
Eddy Financial's LinkedIn profile is https://www.linkedin.com/company/eddyfinancial
Eddy Financial has
3 employees.
View email and phone details for 3
employees at Eddy Financial.
Eddy Financial's industry is
Investment Management
Eddy Financial's top competitors are
Hall Capital Partners Llc.
Eddy Financial's categories are Investment Management
