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 your life situation and give you a plan to reach your dreams. At Edge, we address the big picture of your financial health.
We provide the kind of rigorous and thorough financial planning that accounts for the big swings in the stock market and your stage of life. Our approach to investing your resources takes into account your specific needs - and plans for the future. We invest like you were family. And you are. A podcast for the regular Joe and Jane investor who aspires to live a life of freedom and generosity.
We provide the kind of rigorous and thorough financial planning that accounts for the big swings in the stock market and your stage of life. Our approach to investing your resources takes into account your specific needs - and plans for the future. We invest like you were family. And you are. A podcast for the regular Joe and Jane investor who aspires to live a life of freedom and generosity.
Services
Our goal then was to identify and implement the most innovative financial planning and investment strategies for a select group of high net worth clients. Today, our small size continues to allow us to be attentive to our clients in a way that larger RIAs can't. This translates to clients feeling individually cared for, like a close friend or a family member.
No matter our stage in life, the questions about money are essential to our wellbeing. Sometimes, we're faced with a different set of questions: "What do I do with this large sum of money that I just inherited?" Or, "How do I invest this large sum from my divorce?" A plan is essential to creating a state of financial health.
A podcast for the regular Joe and Jane investor who aspires to live a life of freedom and generosity. Ed Meek, along with co-host James Alexander, makes the complex simple, giving listeners a financial edge to live the life they've always wanted. When attempting to understand the world of cryptocurrency, it is vital to understand what is arguably it's most important component: blockchain.
Episode 19 : Blockchain: Insight From The Experts Ed's Edge - Season 2, Episode 19 When attempting to understand the world of cryptocurrency, it is vital to understand what is arguably it's most important component: blockchain. In this episode we are joined by Mike Venuto and Dan Weiskopf, co-managers of the Amplify Transformational Data Sharing.
Reviews (2)
Claudia Schmidt
Jan 03, 2022
Report
Susan M.
Jun 14, 2021
Report
I honestly can't tell you all the ways they prevented my money from becoming a great loss during these difficult moments we are all facing. I'm just grateful they were there for me. I invested with this company prior to our Global pandemic. Once the the downward spiral started they looked at my stocks and came up with a new strategy. I was able to prevent greater losses due to their ability to help me reorganize and reinvest into safer avenues. My father's account was also looked into. He worked hard all his life and invested every spare penny. For fear of him losing a substantial amount during
