Live well - Work Hard - Give Generously

Our Mission:

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.

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, 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 client.

****

Eaton Financial Group is registered with Securities and Exchange Commission as an 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.

We want to hear your story.

Schedule a meeting with us.