Edge Financial Advisors Employee Directory
Investment ManagementIllinois, United States11-50 Employees
At Edge Financial Advisors, we help individuals, families, and business owners make confident financial decisions through personalized, comprehensive planning. As an independent Registered Investment Advisory firm, we act as fiduciaries, putting your best interests first in every recommendation. Edge Financial Advisors proudly oversees more than $375 million in client assets, providing guidance built on trust, transparency, and deep expertise. Whether you’re building wealth, preparing for retirement, or planning your legacy, our team of experienced advisors provides clear strategies tailored to your life and goals. We believe financial confidence comes from clarity, communication, and an ongoing partnership, not one-time advice. That’s why we stay by your side with consistent check-ins, reviews, and strategies that evolve as your life does! 🔹 What We Do Best Retirement Planning – Personalized income strategies and Social Security guidance to help you retire on your terms. Investment Management – Tax-efficient, risk-aligned portfolios built around your goals. Tax & Estate Strategy – Coordinated planning that aligns your finances, legacy, and charitable giving. Business Owner Planning – Succession, exit, and retirement strategies designed to protect what you’ve built. Our mission is simple: deliver financial guidance that fits you: your values, your goals, and your future! 📍 Serving clients nationwide #FinancialPlanning #RegisteredInvestmentAdvisor #Fiduciary #WealthManagement #RetirementPlanning
1-888-653-2347 
support@leadiq.com 
