* 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 your life situation and give you a plan to reach your dreams.* Wellbeing is more than just moment-to-moment happiness; it’s a state of health.* 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.* When you feel confident, you can relax. Exhale. Dream. Live in the moment. And experience the state of wellbeing.

Prior to founding Edge, Ed helped launch the Private Access Group for Fidelity Investments, where he was a Senior Account Executive & Vice President. In this position, he provided financial planning, investment management, and retirement planning solutions for all of his clients. With more than 21 years of experience as a CERTIFIED FINANCIAL PLANNER™ and investment advisor, Ed oversees all aspects of the financial planning and investment process for his clients at Edge Portfolio Management.