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 is a registered investment adviser that serves individual clients (including high‑net‑worth individuals), retirement plans, corporations, and charitable organizations. A team of 12 advisors manages roughly $579 million across about 564 client relationships and provides discretionary portfolio management, written financial planning and consulting, model portfolio solutions, and access to independent managers. The firm emphasizes individualized investment plans and documents client risk tolerances, offering both ongoing asset management and “as‑needed” financial planning consultations. EdgeRock also provides educational materials and occasional impersonal seminars, workshops, and webinars at no charge, and supports management of “held away” retirement accounts via a third‑party platform. EdgeRock’s brochure highlights several atypical features for a team of its size: an affiliated tax‑preparation service (Tax Edge LLC) and relationships that facilitate life‑insurance and annuity solutions (including a formerly active insurance brokerage and use of Advisors Excel), with advisors able to act as insurance agents and receive commissions that are disclosed as potential conflicts of interest. The firm also discloses advising on less‑common instruments—such as structured notes, interval funds and digital‑asset/crypto funds—alongside more traditional tactical and value‑oriented strategies.

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.