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

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

Edgewood Wealth Management is an independent, fee-only registered investment adviser that serves individuals, high‑net‑worth clients, pension and profit‑sharing plans, charitable organizations, and businesses. The firm provides discretionary and non‑discretionary investment management, ongoing and project‑based financial planning, held‑away account review, and explicit real estate planning guidance for clients with rental property investments. The firm’s investment approach emphasizes asset allocation and modern portfolio theory implemented through a combination of passive and active strategies, and it may engage third‑party outside managers to manage portions of client portfolios. Clients typically grant limited discretionary trading authority and receive periodic reviews and written planning deliverables, while custody and trade execution are generally facilitated through a recommended institutional custodian. Distinctive features disclosed in the brochure include an uncommon affiliation with a licensed real estate brokerage and explicit services that integrate rental real estate into clients’ financial plans; the principal also reports approximately 50% of their time is spent in a separate lending and loan‑structuring role and about 10% on real estate brokerage activities. The advisory business is newly formed in 2026 and currently reports no assets under management, a profile that differs from many more established independent advisers.

To learn more about the advisors currently working at Edgewood 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.

Name	Location	Years of experience
Eric Berlin	Bend, OR	0

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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

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