Company details
Edge Financial Advisors is a Registered Investment Advisor with the mission of helping our clients design the life they want by protecting and growing their financial resources.
Presenters
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Ed Meek CFP®
- Founder & Chief Executive Officer
- Edge Financial Advisors
In 2005, Ed founded Edge Financial Advisors with the goal of providing clients with a more comprehensive financial planning experience than what they had received previously. Since then, Ed has spent more time working with small business owners, independent professionals or consultants in order to accelerate their retirement outlook through generating massive tax savings.
Prior to founding Edge, Ed helped launch the Private Access Group at Fidelity Investments, where he was a Senior Account Executive & Vice President. With 25+ years of experience as a CERTIFIED FINANCIAL PLANNER™, Ed oversees all aspects of the financial planning and investment process for his clients at Edge Financial Advisors.
Ed graduated from Loyola U... Read more
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James Alexander CFP®
- Partner
- Edge Financial Advisors
James has been in the financial services industry since 2009 working at Scottrade and TD Ameritrade in various financial roles. In 2019, he joined Edge to pursue his passion for helping individuals and business owners meet their financial goals. As a financial advisor and CERTIFIED FINANCIAL PLANNER™ his focus areas include:
- Complex financial and retirement planning strategies
- Tax minimization & efficiency
- Customized investment management solutions
James specializes in working with small business owners and individuals to craft tailored plans that align with their unique situations and objectives. When he's not in the office, James enjoys spending time with his wife Rachel and their so... Read more
Upcoming live webinars
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