...Live well - Work Hard - Give Generously
In business since 1996, Eaton Financial Group is a financial advisory firm focused on the best interests of its family of clients.
The firm works to customize financial plans with a fee-only structure that aligns their services directly with the needs of their clients. They believe that values matter and live by theirs every day: Live Well - Work Hard - Give Generously.
As investment advisers, the firm acts in a fiduciary capacity. The term fiduciary derives from the Latin ‘fiducia,' meaning trust. It means that those acting as fiduciaries have both a legal and moral obligation to put the needs and interests of those they serve BEFORE their own.
The firm counsels on complex financial issues and specializes in assisting women who handle household financial planning. The wealth management approach is cohesive and structured, bringing together all essential financial matters in a highly coordinated fashion.
Mission: to bring simplicity and clarity to clients' lives so that they may live life with financial peace of mind.
** As of 02/06/2023, Assets Under Management: $322,441,414
For more information: www.eatonfinancialgroup.com
ADV Filing: https://adviserinfo.sec.gov/firm/summary/316323
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Advisory services are offered through Eaton Financial Group. an SEC Registered Investment Adviser...Registration with the United States Securities and Exchange Commission or any state securities authority does not imply a certain level of skill or training.
3111 N. University Drive, Suite 404, Coral Springs, 33065 (1/4 mile South of Sample, East Side of University Drive)
