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Edward K

Series 65

Downingtown, PA

Kriczky Wealth Management LLC

Edward Kriczky is the principal of Kriczky Wealth Management LLC, an independent advisory firm. He holds a Series 65 designation and has three years of experience in the financial industry. Prior to founding his firm, he worked in various roles including business consulting and engineering. Kriczky is also involved in business consulting through a separate firm, Kriczky Virus, LLC. Kriczky Wealth Management provides investment advisory services mainly to individuals, high-net-worth clients, charitable organizations, and small businesses, focusing on a very small client roster relative to assets under management. The firm manages discretionary portfolios using a blend of fundamental analysis, Modern Portfolio Theory, and Monte Carlo planning, incorporating a range of traditional and alternative investment vehicles when appropriate.

General retirement planning Income planning
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