A complete list of active advisors currently associated with Financial Edge

Warmer can help you find a great advisor at Financial Edge or one who fits your needs even better.

Financial Edge provides comprehensive financial planning and portfolio management primarily for individual clients, and also serves some high‑net‑worth individuals, small businesses, and retirement plans. The firm prepares written financial plans that address securities, taxes, estate planning, insurance, business and retirement planning, and offers hourly consulting on discrete issues such as tax or estate matters. The firm’s investment approach emphasizes broadly diversified, passively structured mutual‑fund portfolios and asset allocation rather than individual security selection or market timing; it does not recommend purchases of individual issues. Financial Edge typically manages accounts on a non‑discretionary basis, conducts at least annual account reviews, and uses third‑party platforms such as SEI for custody, reporting, and model rebalancing. Compared with many solo independent advisers, Financial Edge provides income tax preparation services and performs pension consulting and work for retirement or profit‑sharing plans, acknowledging ERISA fiduciary responsibilities where applicable. The firm also acts as a solicitor for unaffiliated managers and, as of December 31, 2025, reported managing approximately $51 million in non‑discretionary client assets—features that distinguish its service mix from more common discretionary, retail‑only practices.

To learn more about the advisors currently working at Financial Edge, 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.