Edge Advisors, LLC offers fee-only wealth management solutions to a select group of individuals, families, trusts, foundations, and institutions.
Our Partners have more than 95 years of investment experience at Wall Street firms, including Goldman Sachs, Morgan Stanley, and Credit Suisse. Our team's experience includes JP Morgan, Goldman Sachs, Ernst and Young, and PriceWaterhouseCoopers.
We evaluate investment solutions most appropriate for every client’s individual goals and objectives utilizing an un-biased approach. Clients benefit from our access to a broad range of investment opportunities with a focus on after-tax, after-fee returns. Our Client experience paradigm has been carefully designed on the collective feedback of our clients and professionals of Edge Advisors.
Learn More >>