Strategic Alliances

Across our operations, you and your financial needs are our priority. So, we carefully scrutinize our professional partnerships to ensure they meet our service standards . We only work with organizations that we believe create the best client experience and support our fiduciary focus. Each partner’s capabilities and performance reflect the financial stewardship we strive to deliver daily.

To broaden the insights we offer our clients, we engage the expertise of a strictly non-affiliated network of CPA’s, attorneys, trustees, bankers, real estate advisors, and other professionals. This group of professional specialists serve as trusted advisors to our clients and answer questions quickly and confidentially.

OUR SEC Registered Advisor

Eudaimonia Partners is a full-service RIA firm designed to empower independent wealth advisors to spend more time providing outstanding service to their clients and less time focused on operations.

Our Custodian

We selected Raymond James for custody and clearing of client assets because of their strength, stability and reputation as one of the most highly regarded investment firms in the industry. The firm was founded in 1962 with a commitment to put people, planning and principles first, a culture which continues to guide the company today. Publicly traded since 1983, Raymond James Financial (RJF) currently manages over $664 billion in client assets.

Introducing Raymond James

Raymond James Information Security Brochure

Glenwood Financial Partners is a fee-based financial advisory firm located in Raleigh, North Carolina that specializes in goals-based wealth management and custom portfolio building.

Advisory services offered through Eudaimonia Partners LLC, an SEC-registered investment advisory firm. Glenwood Financial Partners may only conduct business with residents of the states for which they are properly registered.

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