Firm Overview

Founded in 2001, Edgewood Partners is an independent full-service wealth management firm. We help our clients identify and achieve goals that reflect their values and good financial stewardship. Our years of experience implementing responsive investment strategies have helped sustain their wealth during periods of market volatility and economic challenge, thereby building a legacy for future generations. Our services are offered to individuals, families, businesses and institutions.

Edgewood Partners uses a comprehensive values-based planning process to coordinate advice from experienced estate planning, insurance, and tax professionals, which serves to create a financial road map for our clients that is highly personal, contemporary and comprehensive. As an independent registered investment advisor, we have no constraining relationships with other firms or financial services companies. We are free to assess, develop and select appropriate strategies and expertise from many sources to help our clients accomplish their goals and manage risk. Our fees are based on assets under management exclusively. Therefore, it is in our best interest, as well as yours, for us to focus on our core competency, which is to grow assets in a manner that is risk-adjusted for your situation. Please call us with inquiries or take advantage of our one hour consultation.