EDEN Advisory Services, LLC
SEC RegisteredFinancial Planning Services for Your Financial Journey
About the firm
Eden Advisory Services provides personalized, comprehensive financial planning and advisory services. The firm prioritizes building strong, long-term relationships with clients, delivering tailored strategies that adapt as clients' lives and financial needs evolve.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Financial planning, retirement projections, estate planning, investment management, life insurance, and budget counseling
Who they serve
Individuals and families in every life stage
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 172 | $21M |
| High Net Worth Individuals | 5 | $6.5M |
Office locations
Advisors at this firm
2 advisors in the directory
Regulatory & compliance
Data as of April 13, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. EDEN Advisory Services, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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