Eugenio Financial is a fee-only financial advisor, ensuring our interests will always be aligned with your objectives. We provide Portfolio Management & Financial Planning, customized and personalized to fit your goals and flexible to adapt to changes in your life. We serve pre-retirees 50+, retirees, and people who have self-managed their investments and now see a need for an advisor.
Prior to doing business in any other state, the firm will ensure all licensing requirements or exemptions from licensing are met.
Prior to doing business in any other state, the firm will ensure all licensing requirements or exemptions from licensing are met.
Services
As a Fee-Only Independent Registered Investment Advisor, we are dedicated to custom building and managing growth oriented, risk-averse portfolios for each individual client. Our clients receive exceptional service, assuring smooth, informed, independent decision-making for all their investment and money matters.
Eugenio Financial believes in a long-term consultative investing approach with the goal of achieving steady, consistent growth. Each and every one of our clients is unique. By taking the time to really get to know them, we gain the necessary insight to design an investment approach that is uniquely geared to their goals - not ours!
Eugenio Financial, founded in 1990 by Michael Eugenio, is a CERTIFIED FINANCIAL PLANNER. Our mission from the outset is to provide individuals and their families with the objective, independent financial advice that they want and deserve. Our clients are unique, with varying situations. It is our goal to spend time learning about each client's needs and expectations, and then to create a financial roadmap specific to their goals.
One-on-one personal attention to your financial planning is the advantage of working with Michael Eugenio, CFP. Michael has an independence of thought, a business-like temperament, flexibility, and a focus on compounding returns over time and diligent risk management. He has a passion for the day to day grinding research necessary to mitigate new and always changing risk.
Eugenio Financial is fee-only advisor, which means we earn a fee from clients for the assets under management, not for the investments we recommend. We do not receive any commissions from transactions from any financial services companies. This prevents conflicts of interest. We are not trying to win sales contests or an exotic trips.
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