Edgewood Advisors

Boutique tax and advisory firm based in Harvard, Massachusetts, serving successful individuals, families, and closely held businesses across New England and beyond. Our advisory philosophy is rooted in clarity, discretion, and continuity. We collaborate closely with clients to address complex financial questions, optimize outcomes across generations, and navigate change with confidence. Core Services: Strategic Tax Planning & Compliance Family Wealth Advisory Outsourced CFO & Controller Services Business Advisory for Founders & Entrepreneurs