About Us

Your financial wellbeing. Edge Financial Advisors, a Registered Investment Advisor, exists to give our clients confidence in their future. It’s our life’s work to provide holistic financial planning and customized portfolio management solutions that fit our clients’ life situation and give them a plan to reach their dreams. Wellbeing is more than just moment-to-moment happiness; it’s a state of health. At Edge, we address the big picture of each client’s financial health. We provide the kind of rigorous and thorough financial planning that accounts for the big swings in the stock market and our clients’ stage of life. We specialize in generating large tax savings, therefore accelerating retirement, for high-income small business owners, independent contractors, and self-employed individuals. Our approach to investing takes into account each clients specific needs – and plans for the future. We invest like our clients are family. And they are. When you feel confident, you can relax. Exhale. Dream. Live in the moment. And experience the state of wellbeing.

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