Retirement, tax strategy, and evidence‑based investing—delivered by advisors who sit on your side of the table.
Eedara Financials is a fee-only Investment Management firm servicing clients all throughout the United States. We act as a fiduciary investment advisor and do not market nor sell any commissionable products. We assist clients to identify, plan and reach their financial and retirement goals.
Regardless of where you may be located, we would love the opportunity to connect and learn more about your situation.
Our initial consultations are free and have no obligation. Our time together will allow us to get to know you as you get to know us. If there is a mutual desire to move forward, we would then proceed with our plan development phase, followed by plan implementation with continued service and maintenance.
Should the prospective client wish to engage Eedara Financials in a business relationship, it is at this time we will discuss and evaluate the transition of investment accounts within the Eedara Financials advisory platform, held with one of our trusted custodial partners. It is at this time that we will begin moving forward with our pre-determined allocation and investment strategies in order to provide the highest probability of meeting a client’s financial goals.
We offer strategies tailored to different risk profiles and time horizons. Below are high‑level guidelines—allocation and risk controls are customized per client.
Grow the portfolio through long‑term equity appreciation with tactical adjustments based on relative performance.
Actively enter/exit positions using fundamentals and technicals; may use margin during strong momentum.
Short‑term momentum‑driven strategy; may use margin to accelerate gains in strong tapes.
A simple, four‑step engagement designed to bring clarity quickly—and keep you on track over time.
We learn your story, values, and goals. No paperwork required for the first call.
We model scenarios and deliver a clear, prioritized action plan in plain English.
We handle the heavy lifting—accounts, transfers, allocation, and coordination.
Ongoing check‑ins and updates as life and markets change. We keep you confident.
Important documents and regulatory information.
Firm brochure outlining services, fees, and conflicts.
Client Relationship Summary (2 pages).
How we collect, use, and protect personal information.
Documents are placeholders; replace with your actual PDFs/links.
Meet a fiduciary advisor for a 15‑minute intro call. No pressure—just answers.
Tell us what’s on your mind. We’ll reply within one business day. Prefer email? Write to hello@eedarfinancials.com.
* AUA/AUM figures are illustrative placeholders. Replace with your firm’s accurate disclosures.