A complete list of active advisors currently associated with Ed Douglas
Warmer can help you find a great advisor at Ed Douglas or one who fits your needs even better.
The firm provides financial planning and investment advisory services to not‑for‑profit foundations, high‑net‑worth individuals, and other institutional clients, delivering tailored advice in budgeting, debt management, insurance, estate planning and investments. It operates on a non‑discretionary basis and reported approximately $45 million in non‑discretionary assets as of December 31, 2025. The adviser follows a conservative investment philosophy that emphasizes high‑quality, dividend‑paying equities and draws on over 40 years of experience in bank asset management; research is informed by periodicals such as Value Line, Forbes and Barron’s. Recommendations are made to clients (not executed by the firm), with account reviews typically conducted quarterly or semi‑annually and documented through written reports or notes. What is distinctive about the firm is its combination of advisory services with other financial product activities: it publishes and sells authored books and conducts seminars and workshops on finance and character and values, activities that are uncommon among peer investment managers. The firm also offers an hourly billing option alongside asset‑based management and brings a background of prior multi‑hundred‑million dollar portfolio management and public‑service leadership that differentiates it from many smaller managers.
To learn more about the advisors currently working at Ed Douglas, 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.
Name |
Location |
Years of experience |
|---|---|---|
Chillicothe, MO
| 8
|
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