Glenwood Financial Partners

We are a wealth management firm that serves individuals, families and business owners who seek a lifelong financial steward. At Glenwood Financial Partners, we think you deserve true financial advocates who provide proactive, personalized support that helps you live your best life. We help each client preserve and grow their wealth with care--while gaining the clarity they need to know they're on the right financial path. Your full service financial partner: * Personalized Financial Plans * Goals-based Wealth Management * Portfolio Management * Consultative Guidance * Proactive Support Our service beliefs-Stewardship, Service, Management, Humility and Client Focus. Stewardship-We believe that your financial advisor should support and protect your lifelong wellbeing. You receive thorough support that proactively looks out for your lifelong wellbeing. Service-Your advisor should be willing to collaborate with you and your other advisors. You gain a central resource synchronizing your life's financial details. Management-Your advisor should handpick every investment for your specific goals and risk tolerance. You'll have no missed opportunities, no unnecessary risk, and no exposure to taxation issues. Humility-Your advisor should always be eager to think better, do better, and serve better, leaving ego aside. This provides a straightforward, collaborative relationship that focuses on your needs. Client Focus-We believe that your advisor should use technology responsibly across your financial strategies. You'll receive unbiased guidance and modern strategies led by your goals. Investment advisory services offered through Eudaimonia Advisors, LLC, a registered investment advisor. Advisory services are only offered to clients or prospective clients where Eudaimonia Advisors, LLC doing business as Glenwood Financial Partners, LLC and its representatives are properly licensed or exempt from licensure. The information contained herein is solely for informational

Financial Services
,
Founded in 2016
1-10 employees

We are a wealth management firm that serves individuals, families and business owners who seek a lifelong financial steward. At Glenwood Financial Partners, we think you deserve true financial advocates who provide proactive, personalized support that helps you live your best life. We help each client preserve and grow their wealth with care--while gaining the clarity they need to know they're on the right financial path. Your full service financial partner: * Personalized Financial Plans * Goals-based Wealth Management * Portfolio Management * Consultative Guidance * Proactive Support Our service beliefs-Stewardship, Service, Management, Humility and Client Focus. Stewardship-We believe that your financial advisor should support and protect your lifelong wellbeing. You receive thorough support that proactively looks out for your lifelong wellbeing. Service-Your advisor should be willing to collaborate with you and your other advisors. You gain a central resource synchronizing your life's financial details. Management-Your advisor should handpick every investment for your specific goals and risk tolerance. You'll have no missed opportunities, no unnecessary risk, and no exposure to taxation issues. Humility-Your advisor should always be eager to think better, do better, and serve better, leaving ego aside. This provides a straightforward, collaborative relationship that focuses on your needs. Client Focus-We believe that your advisor should use technology responsibly across your financial strategies. You'll receive unbiased guidance and modern strategies led by your goals. Investment advisory services offered through Eudaimonia Advisors, LLC, a registered investment advisor. Advisory services are only offered to clients or prospective clients where Eudaimonia Advisors, LLC doing business as Glenwood Financial Partners, LLC and its representatives are properly licensed or exempt from licensure. The information contained herein is solely for informational

Company Information

Industry
Financial Services
Company Type
Privately Held
Founded
2016
Employee Range
1-10
Revenue Range
Not available

Location

Address
3717 National Drive, Suite 211 NC Raleigh
City
Region
Postal Code
27612
Country
United States

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