A complete list of active advisors currently associated with EDR Investment Advisors, LLC

Warmer can help you find a great advisor at EDR Investment Advisors, LLC or one who fits your needs even better.

EDR Investment Advisors is a small, state‑registered independent adviser that provides discretionary and non‑discretionary portfolio management, along with financial planning and consulting, to individuals, business entities, and retirement plans. The firm manages roughly $4 million across a limited number of client relationships and charges percentage‑of‑assets fees for advisory services. The firm implements portfolios primarily using mutual funds, exchange‑traded funds, and individual equity and fixed‑income securities, employing fundamental, technical and charting analysis and a mix of long‑term, short‑term and trading strategies. It treats cash as an asset class, may use a sub‑adviser for portions of client portfolios while retaining the client relationship, and conducts ongoing account reviews tied to client objectives and market conditions. What is distinctive about the firm is its affiliation with a separate insurance agency: the firm’s principal is a licensed insurance agent and may recommend insurance products on a commission basis, a potential conflict the brochure discloses and clients are free to decline. The firm also notes the use of structured notes and a conservative posture toward digital assets—advising on crypto exposure through ETFs or third‑party managers but not exercising discretionary authority to buy cryptocurrencies for client accounts.

To learn more about the advisors currently working at EDR Investment Advisors, 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.

Name	Location	Years of experience
Ernest Roo	Eureka, MT	18

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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.

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