Live well - Work Hard - Give Generously
To bring simplicity and clarity to clients’ lives – by growing their wealth and creating an income they cannot outlive – so that they may live life with financial peace of mind.
Eaton Financial Group is a Securities and Exchange Commission (SEC) Registered Investment Advisor (RIA), which means we are completely independent of big business and act in a fiduciary capacity to our clients.
The term fiduciary derives from the Latin ‘fiducia,’ meaning trust. It means that a person acting as a fiduciary for you has both a legal and moral obligation to put your needs and interests before any needs or interests of themselves.
Founded in 1996, our firm is a concierge financial advisory practice that counsels on complex financial issues. Our comprehensive experience covers all industry, profession, and circumstance but we do have specialized services in place to assist women, in general, and their specific needs. We also have a great deal of experience supporting educators in their financial planning needs.
Our wealth management approach is cohesive and structured, bringing together all essential financial matters in a highly coordinated fashion, where every detail is thoughtfully and thoroughly addressed.
Particular attention is paid to providing a high level of proactive care and attention to the needs of each and every client.