Our Edge

We’re Independant – Fee-only

We don’t sell any products or earn commissions on products. Our fees are based on assets under management. If you do well, we do well.

Comprehensive Values-Based Financial Planning

Our planning process addresses goal setting, risk management, retirement planning, estate planning and philanthropic planning. We collaborate with your professionals or provide references to highly-qualified practitioners.

Collaborative Goal Setting Process

Edgewood is your partner in goal achievement. We use a process to assure your goals are in harmony with your values. You are more likely to achieve your goals using this process. We also help you establish a lifestyle that is sustainable through retirement.

Emphasis on Risk Profile

We emphasize this important step in the investment process. 90% of the return of your investment portfolio depends on asset allocation. Asset allocation depends on your risk profile. Studies show that most individuals and advisors do not correctly assess sensitivity to risk.

Investing is Our Core Competency

Our investment strategies are traditional, time-tested strategies updated for current market volatility. We have also offered socially and environmentally conscious strategies for 10 years.

Impact Investing

 Impact Investing is offered to accredited investors, who wish to achieve a social return, as well as a financial return.