Eddy Financial

eddy financial is a wealth management advisory firm established by bob eddy, mba, cfp®, 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