Episode 231 – Kingswood’s Billion-Dollar Partnership with Eudaimonia with Mike Nessim, Jaime Golden, & John Goodson

Kingswood U.S. recently announced the successful partnership of the Nashville, Tennessee-based Eudaimonia Partners and Eudaimonia Advisors (Collectively known as “Eudaimonia”). 

Additionally, it entered a strategic alliance with Eudaimonia Asset Management, a turnkey asset management-based RIA. The three RIAs under the Eudaimonia Group collectively represent more than $1 billion in total client assets. 

To discuss this new partnership, we welcome, Mike Nessim, CEO and Managing Partner of Kingswood U.S., Jaime Golden, President of Acquisitions at Kingswood U.S., and John Goodson, Founder & Partner of Eudaimonia.

 

Points also covered:

• The partnership representing over a billion dollars in client assets, marking a significant milestone in Kingswood’s growth strategy to scale up its RIA.
• How the acquisition is larger and more complex than Kingswood’s previous ones, facilitated by established relationships and a shared advisory culture.
• The partnership aligning both firms’ values and focusing on supporting financial advisors, making it an ideal fit for Kingswood’s growth strategy.
• Eudaimonia’s turnkey asset management platform (TAMP) and how it provides holistic wealth management services, enhancing advisor offerings.
• Both firms seeing Nashville as a key growth market, with plans to leverage their partnership for continued expansion across the Southeast and beyond.

 

Resources: 

Kingswood U.S.

Eudaimonia Group

 

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