A complete list of active advisors currently associated with Edgerock Wealth Management

Warmer can help you find a great advisor at Edgerock Wealth Management or one who fits your needs even better.

EdgeRock Wealth Management serves individual and high‑net‑worth clients as well as retirement plans, corporations, and charitable organizations, providing discretionary portfolio management, financial planning, model-portfolio selection, and the use of independent managers. The firm also makes tax planning and tax‑return preparation available through an affiliated entity, Tax Edge LLC, which is engaged under separate fee arrangements. The firm combines fundamental and technical analysis with strategic and tactical asset‑allocation and value‑investing approaches, typically managing accounts on a discretionary basis and offering model portfolios overseen by an internal investment committee. EdgeRock also maintains ongoing portfolio monitoring, can manage “held‑away” accounts via a third‑party platform, and periodically offers impersonal education through newsletters, webinars and no‑fee workshops on topics such as retirement, estate, college and charitable planning. Noteworthy for a team firm, EdgeRock has explicit affiliations with tax‑preparation and insurance distribution channels: an affiliated Tax Edge LLC provides tax services, and certain firm principals have links to life‑insurance brokerages and to a wholesaler (Advisors Excel), with advisors able to act as life‑insurance agents and receive commissions — a conflict the brochure discloses. The firm’s published investment universe also explicitly lists digital assets and crypto funds among permissible investments, broadening its stated scope beyond what many peers enumerate.

To learn more about the advisors currently working at Edgerock Wealth Management, 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.