Eaton Financial Group

Eaton Financial Group Financial planning focused on the Fiduciary Standard (Acting in our clients’ best interests, by putting their interests above ours.)

...Live well - Work Hard - Give Generously

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-based 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. Mission: to bring simplicity and clarity to clients' lives so that they may live life with financial peace of mind. As of December 31, 2024, we provide continuous management services for $389,074,886 in client assets on a discretionary basis. For more information: www.eatonfinancialgroup.com

ADV Filing: https://adviserinfo.sec.gov/firm/summary/316323

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Eaton Financial Group is a registered investment adviser. This platform is solely for informational purposes and is not offering advisory services or sales of securities. Investing involves risk and possible loss of principal capital. Comments by viewers or recognitions are no guarantee of future investment outcomes and do not ensure that a viewer will experience a higher level of performance or results. Public comments posted on this site are not selected, amended, deleted, or sorted in any way. If applicable, certain editing of personal identifiable information and mis information may be deleted. Our firm has provided content by third parties and/or linked sites within our posts, we believe that this content is reasonably reliable and does not contain untrue statements of material fact or materially misleading information. The third-party content may be dated. The opinions expressed herein are as of the date of publication and are subject to revision due to changes in the market or economic conditions and may not necessarily come to pass. Insurance products and services are offered and sold through individually licensed and appointed insurance agents.

Parkland Chamber of Commerce 10th anniversary gala.I am honored to be the president of this wonderful organization that ...
03/19/2025

Parkland Chamber of Commerce 10th anniversary gala.

I am honored to be the president of this wonderful organization that empowers, celebrates and uplifts those in our business community.

Over the past three years, our growth-both in numbers and an impact-has been extraordinary, and is as a result of the dedication of our professional staff, membership and Board of Directors.

It is with profound sadness that I share the news of Michael Schulman's passing yesterday, 8/27/24.To say that Mike was ...
08/28/2024

It is with profound sadness that I share the news of Michael Schulman's passing yesterday, 8/27/24.

To say that Mike was a gentleman, loyal, a wonderful husband and father, and a valued mentor and friend would perhaps be the understatement of the century.

Above all else, he loved and treasured Linda Beigel Schulman. To Mike, the universe and all things in it revolved around her.

He understood that people needed to be appreciated and relationships nurtured, and this came across in any conversation with him. He understood happiness, not by seeking to acquire, but by helping others become their best selves.

As an attorney, his core competence was in his astounding negotiation skillset and sage counsel. He was absolutely unmatched with breaking down a complicated situation into its component parts.

He treated me like a younger brother, and sought to take care of me at every turn. Sometimes we would speak 5-6 times a week, and there was never a conversation where I didn't feel the love and where we didn’t laugh about something.

I'll miss him calling me 'bubby' or Eaton (he rarely called me by my name!). I'll miss his unconditional love and companionship. No matter what was going on in his life, he would stop whatever he was doing to check on me, no matter how mundane the event, even a common cold.

He was blunt with me, and if he disagreed with me, he would never hesitate to tell me I was full of s**t. However, I genuinely appreciated it, never took it personally, and felt that I had just learned something new - and then five minutes later, we were talking about football again.

He liked to hug rather than shake hands. He wanted to know your name and your situation, no matter who you were. He was as astute of a business person as you may ever meet. He saw great value in giving of himself for the benefit of others, and often to the detriment of his own interests. He knew how to love.

I miss him now, and will continue to miss him terribly for the rest of my life, yet I will always have with me and treasure all that he gave.

My most precious and enduring memory about the human he was will always be how he looked at Linda, and how he took care of Melissa and Scott. It told me everything I needed to know about him.

My heart and lifelong support are with you, Linda.

Goodbye, my dear friend.

The importance and positive impact that Eagles' Haven Wellness Center provides our community is profound. They are at t...
02/29/2024

The importance and positive impact that Eagles' Haven Wellness Center provides our community is profound.

They are at the forefront of restoring Hope and promoting wellness!

It is a local treasure, must be protected, and I encourage Landers to learn more and even pay them a visit.

We had a robust panel discussion today on estate planning. For our part, we discussed our popular “Family Love Letter.” ...
09/08/2022

We had a robust panel discussion today on estate planning. For our part, we discussed our popular “Family Love Letter.”

Read about it here:  https://eatonfinancialgroup.com/the-family-love-letter/

Contact us to get your copy. 

Nicki Riettie Real Estate Nicki McLaughlin Riettie Lisa I Glassman PA - Real Estate & Wills & Trusts lawyer

We are proud supporters of the Parkland Chamber of Commerce, and advocate for our local business community!
09/03/2022

We are proud supporters of the Parkland Chamber of Commerce, and advocate for our local business community!

04/14/2022

Thank you to our entire community and beyond for an amazing RUN 4 BEIGEL Parkland experience this past weekend!

Eaton Financial Group is so proud to be a part of this incredible event and charity, focused on sending at-risk children touched by gun violence to summer sleep-away camp, all in honor and remembrance of Coach Beigel. Your participation and generosity will change a child's life this year - thank you again and again!

04/13/2022

Financial Moments of Zen: Investing - Conviction, patience and discipline are virtues every investor should develop. They are not easy but are essential for your success.

We can help - schedule a short call with us today.

Which of the 3 financial phases are you in? Knowing which of the financial phases of life you are in can help you better...
04/12/2022

Which of the 3 financial phases are you in?

Knowing which of the financial phases of life you are in can help you better plan to build, protect and enjoy your assets, no matter what your age. Click the link to learn more: https://bit.ly/38HdWMt

Reminder: We can help! Call or email us today.

04/07/2022

RUN 4 BEIGEL is this weekend - have you signed up yet!?

Please join us for RUN 4 BEIGEL on April 10, 2022 - virtually or in person - click the link for more details and to sign up! https://bit.ly/34OTTK4

RUN 4 BEIGEL

04/06/2022

Financial Moments of Zen: Wealth Building - If your financial plans have not changed, do not change (or worry about changing) your investment strategy.

We can help - schedule a short call with us today: https://bit.ly/3y6q0PK

Just a friendly Monday reminder: You deserve a financial plan built on love, based on your values. Don't settle for anyt...
04/04/2022

Just a friendly Monday reminder: You deserve a financial plan built on love, based on your values. Don't settle for anything different or less.

Eaton Financial Group is here to help you put your priorities first. Start your week off right - reach out today for some personal financial TLC and in the meantime, click the link to learn more about our TLC plan for you. https://bit.ly/3JIPcBq

04/01/2022

"RUN 4 BEIGEL is a way in which our community can give each other a collective hug." - Doug Eaton, RUN 4 BEIGEL Race Director | CIO Eaton Financial Group

Please join us for RUN 4 BEIGEL on April 10, 2022 - virtually or in person - click the link for more details and to sign up! https://bit.ly/34OTTK4

RUN 4 BEIGEL

Address

11555 Heron Bay Boulevard, Suite 200
Coral Springs, FL
33076

Opening Hours

Monday 9am - 6pm
Tuesday 9am - 6am
Wednesday 9am - 6pm
Thursday 9am - 6pm
Friday 9am - 6pm

Telephone

+19545759323

Website

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...Live well - Work Hard - Give Generously

ABOUT EATON FINANCIAL GROUP

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, the firm is a concierge financial advisory practice that counsels on complex financial issues and specializes in assisting women who handle the household financial planning and college professors. 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 and every client. Our Mission: We seek to bring simplicity and clarity to our clients' lives - by growing their wealth and creating an income they cannot outlive - so that they may live life with financial peace of mind.

For more information: www.eatonfinancialgroup.com