A complete list of active advisors currently associated with Edgehelm Financial

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

Edgehelm provides investment advisory and financial planning services to individuals and corporate clients, and also offers business management and family office services. The firm works with employer-sponsored retirement plans by preparing investment policy statements, monitoring plan investments, and providing participant and fiduciary education. Investment advice is tailored to each client’s objectives, time horizon, and risk tolerance and is delivered through managed account programs that may be discretionary or non-discretionary. The firm describes a mix of strategies — including asset allocation, dollar-cost averaging, technical analysis, and both short- and long-term purchases — and conducts at least quarterly account reviews. Notably, Edgehelm reports the large majority of its assets under management as non-discretionary (approximately $61.5M non-discretionary vs. $1.48M discretionary) and serves corporate and pension/profit‑sharing plan clients in addition to individuals. The firm also provides business management/family office services and reports using derivatives within separately managed account programs, features that are less common among peer independent advisers and influence its custody and operational practices.

To learn more about the advisors currently working at Edgehelm Financial, 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.