A complete list of active advisors currently associated with Northern Edge Wealth Management

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

Northern Edge Wealth Management provides personalized financial planning and both discretionary and non-discretionary investment management, and it also advises qualified retirement plans. The firm reports about $264.9 million in discretionary assets under management and serves roughly 550 clients, and its client roster is notable for being concentrated in retirement-plan and other entity accounts rather than traditional individual or high-net-worth household clients. Northern Edge’s investment process is research-driven and individualized, with a long-term, equity-oriented bias that emphasizes fundamental analysis and dividend-growth equities while also employing mutual funds, ETFs, brokered CDs and, where appropriate, external managers. The firm offers in-house portfolio management and may allocate to unaffiliated money managers; its disclosures also note use of margin without fee reductions for margined assets, a potential conflict the firm addresses through disclosure and suitability review. The firm discloses that certain supervised persons are also registered representatives of a broker-dealer and licensed insurance agents, which can result in commission-based compensation outside the advisory relationship and creates potential conflicts of interest. Northern Edge further participates in an institutional custody platform that provides technology, research and start-up marketing support, and it does not accept proxy-voting authority for client securities — operational details that prospective clients may consider.

To learn more about the advisors currently working at Northern Edge 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.