A complete list of active advisors currently associated with EdMD Financial Strategies, LLC

Warmer can help you find a great advisor at EdMD Financial Strategies, LLC or one who fits your needs even better.

The firm provides investment advisory and financial planning services to individuals as well as pension and profit‑sharing plans, trusts, estates, charitable organizations, corporations and other organizations. Services include discretionary and non‑discretionary portfolio management, written financial plans or hourly consulting, and referrals to third‑party asset managers. The advisor constructs customized portfolios using fundamental analysis and may employ individual stocks and bonds, ETFs, mutual funds and cash positions, with strategies that range from long‑term buy‑and‑hold to short‑term trading, short sales and option writing depending on client objectives. Portfolios are monitored continuously with at least quarterly contact, and the firm applies an internal due‑diligence process when selecting funds or recommending reallocations. A distinctive feature disclosed in the brochure is that the firm’s principal also serves as a licensed insurance professional and a registered representative of a broker‑dealer, receiving commissions for insurance and non‑fee securities transactions — activities the brochure indicates consume about 35% of the advisor’s time. The firm’s routine work with pension/corporate clients and its practice of referring clients to third‑party managers (including receipt of a portion of solicitation fees) are also less common among similar solo independent advisers.

To learn more about the advisors currently working at EdMD Financial Strategies, LLC, 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.