A complete list of active advisors currently associated with AnalyticEdge Finance

Warmer can help you find a great advisor at AnalyticEdge Finance or one who fits your needs even better.

AnalyticEdge Finance provides customized investment management and comprehensive financial planning primarily for individuals and families, with an emphasis on clients transitioning to retirement; the firm also accepts legal entities, trusts, and small-business clients. Services described in the brochure include estate planning, retirement planning, life and health risk management, one-time Advice-Only deliverables, ongoing discretionary portfolio management, and 3(21) fiduciary services for small 401(k) plans. The firm’s investment process is described as quantitative and personalized, using Monte Carlo simulations, portfolio back-testing and efficiency‑frontier optimization to assess risk and expected returns and to produce client deliverables; reports are generated with external tools such as PortfolioVisualizer and eMoney. Portfolios are managed on a client‑by‑client basis (core-and-satellite style is noted as one option), with rebalancing frequencies tailored to the client and the option for either discretionary or non‑discretionary arrangements. Noteworthy for a small independent adviser, the brochure discloses and presents back-tested performance results and predecessor performance as part of its recommended analyses, while also emphasizing the usual caution that past results do not guarantee future outcomes. The firm combines advisory work with an insurance brokerage relationship facilitated through an insurance marketing organization (AshBrokerage) — with related commission disclosures and limits noted — offers free public financial‑education workshops that do not solicit attendees, and provides non‑discretionary pension consulting as a 3(21) fiduciary for small business retirement plans.

To learn more about the advisors currently working at AnalyticEdge Finance, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.