Eddy Financial, LLC

Eddy Financial, LLC, led by Andrew D. Eddy, AIF®, ChFC®, CLU®, CFP®, was established in 2017, with Mr. Eddy serving as the Managing Member, Chief Compliance Officer, and Investment Advisor Representative. Mr. Eddy holds various professional licenses and designations, including the CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Financial Consultant® (ChFC®), Accredited Investment Fiduciary® (AIF®), and Chartered Life Underwriter® (CLU®). These certifications demonstrate his expertise in financial planning, investment management, and fiduciary standards. As a fiduciary, Mr. Eddy is committed to acting in the best interests of his clients. He does not receive additional compensation beyond advisory fees and has no disciplinary events material to his evaluation. Mr. Eddy is also a licensed insurance agent/broker, offering insurance products with potential conflicts of interest, which he mitigates by prioritizing clients' best interests. Clients have full control over their investments, as Mr. Eddy is the owner and Chief Compliance Officer of the firm. He has a clean record with no arbitration claims, civil proceedings, or bankruptcy petitions. Potential clients can access more information about Mr. Eddy on the SEC's website.