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 is a California‑registered independent investment adviser managing about $2.5 million for roughly 50 clients, including individuals as well as pension and profit‑sharing plans, trusts, charitable organizations and corporations. It offers discretionary and non‑discretionary portfolio management, financial planning and consulting, and may refer clients to unaffiliated third‑party asset managers for outsourced management. Investment decisions are grounded in fundamental analysis and the firm may build portfolios from individual stocks and bonds, ETFs and mutual funds using strategies that range from long‑term buy‑and‑hold to shorter‑term trading, short sales and option writing as appropriate to client objectives and risk tolerance. The adviser conducts internal due diligence on funds (style consistency, fees, manager tenure) and monitors accounts on an ongoing basis with at least annual formal reviews and more frequent client contact as agreed. What distinguishes the firm from many solo RIAs is the principal’s concurrent activities: the brochure discloses separate registered representative status and a college admissions and financial aid consulting business that may generate additional fees and, per the brochure, constitutes 99% of the principal’s time. The firm also works with institutional‑type clients and discloses arrangements to receive a portion of fees when referring clients to third‑party managers, items that may be uncommon for advisors of this size.

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.