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Edge Financial Advisors Employee Directory

Investment ManagementIllinois, United States2-10 Employees

Edge Financial Advisors is an independent investment advisory firm based in Wheaton, Illinois, offering personalized, comprehensive financial planning for individuals, families, and business owners. As a fiduciary, it prioritizes clients' interests in every recommendation and oversees more than $375 million in client assets. It provides retirement planning, investment management, tax and estate strategy, and planning for business owners.
Its client base is nationwide, and the practice emphasizes ongoing engagement and clear communication rather than one-off advice. In March 2026, Edge Financial Advisors merged with Cerity Partners, linking its practice to Cerity's platform.

Find Edge Financial Advisors employees' phone numbers or email addresses

Edge Financial Advisors Global Highlights

Location
Employees

North America
7

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  • United States Of America
    7

Africa
1

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  • South Africa
    1

Edge Financial Advisors's Leadership

  • Stylized image of a person
    S. F.
    Client Service Professional
    Phone icon
    Mobile Phone

Edge Financial Advisors Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Program & Project Management
  • Accounting
  • Administrative
  • Other
  • Finance

Contact profiles from Edge Financial Advisors

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    S. F.
    Client Service Professional
    Phone icon
    Mobile Phone
    UNITED STATES
    Oct 21, 2024

Frequently Asked Questions

What is Edge Financial Advisors known for?

Minus sign iconPlus sign iconEdge Financial Advisors was founded in 2005 operates in the Investment Management industry; you can contact the main corporate office by phone at
+1-630-221-****
. Explore Edge Financial Advisors's company overview page for more information.

What is Edge Financial Advisors's most common email format?

Minus sign iconPlus sign iconEdge Financial Advisors employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Edge Financial Advisors email formats with LeadIQ.

How many employees does Edge Financial Advisors have currently?

Minus sign iconPlus sign iconEdge Financial Advisors has approximately 2 employees as of July 2026. These team members are located across 2 continents, including North AmericaAfrica.

Who are Edge Financial Advisors's key employees and leadership?

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As of July 2026, Edge Financial Advisors's key employees include:

  • Client Service Professional: S. F.

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