Edgewater Pro Sports Financial
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and other business entities, reporting about 741 client relationships supported by two advisors and managing roughly $225 million on a discretionary basis. It provides both comprehensive, fee-based financial planning and discretionary portfolio management, coordinating implementation with clients’ other professionals.
The firm uses a structured five‑phase “Life Planning” process that begins with a day- or half-day retreat, detailed information gathering, and goal-setting across short-, intermediate-, and long-term horizons, then delivers written recommendations and an implementation blueprint. For investments it emphasizes fundamental analysis and employs long-term, short-term and trading strategies under discretionary authority, with at least annual account reviews.
Distinctive aspects include that a firm member is also licensed as a registered representative of a FINRA broker‑dealer and acts as an independent insurance agent, which allows the firm to offer brokered securities and insurance products while creating potential conflicts because commissions are received separately from advisory fees. The firm’s client-to-advisor ratio is unusually high compared with peers, and it explicitly emphasizes philanthropic techniques and multi-year implementation oversight as a “financial architect” for complex family and business planning.
Client services
Expertise
Occupation focus
Fee options
1.50% annually
Possible commissions earned separately through associated registered representative activities
Fee-only: Financial planning fees ranging from $1,500 to $10,000+ depending on phase
Main office
36855 American Way, Suite F
Avon OH 44011
Advisors at this office
2
Most active in
Ohio
Also doing business as
Edgewater Pro Sports Financial · Henson Edgewater Management, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Joshua S
Series 65
Avon, OH
Edgewater Pro Sports Financial
Joshua Szafranski is a financial advisor at Edgewater Pro Sports Financial with a Series 65 designation and experience dating to 2019. His prior roles include positions at AML RightSource and Edgewater Investment Group, as well as work with Cleveland State University and the YMCA of Greater Cleveland. Edgewater Pro Sports Financial serves individuals, pension plans, trusts, estates, charitable organizations, and business entities, managing approximately $180 million on a discretionary basis for about 452 clients. The firm uses a five-phase Life Planning process and employs a range of investment strategies including fundamental analysis and trading approaches.
David S
Series 63, Series 65
Avon, OH
Edgewater Pro Sports Financial
David Szafranski is a financial advisor with Edgewater Pro Sports Financial in Avon, OH, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has worked at firms including Raymond James Financial and LPL Financial, and has been involved with Edgewater Pro Sports Financial since 2005. Outside of advisory work, he contributes to radio programs and moderates a financial podcast focused on government policy and financial planning. Edgewater Pro Sports Financial serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities, managing approximately $225 million across about 741 client relationships with two advisors. The firm employs a structured Life Planning process and emphasizes fundamental investment analysis, long- and short-term strategies, and ongoing implementation oversight.
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