WEALTH MANAGEMENT

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.

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CORPORATE FINANCE

Edge Corporate Finance, LLC offers investment banking services to our entrepreneurial wealth management clients.

A registered broker-dealer with the U.S. Securities and Exchange Commission, and a member of FINRA and SIPC, we serve as a trusted source for merger and acquisition advice, capital raising and other select financial transactions.

We offer our clients tailored strategies to help sustain and grow their business. Our clients will gain access to a vast resource network and technical expertise that is supported by a team that brings over 20 years of investment banking experience with Morgan Stanley and JP Morgan.


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ASSET MANAGEMENT

Edge Asset Management, LLC is a private investment company that serves as the General Partner and Investment Manager of Edge Partners II, LP, an unregistered investment partnership available to accredited investors.


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