Edge Financial Advisors

We exist to give our clients confidence in their future.

Edge Financial Advisors Edge Financial Advisors

Wheaton, IL

Serving Clients Nationwide

We exist to give our clients confidence in their future.

(630) 221-1000

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About Edge Financial Advisors

Edge Financial Advisors, a Registered Investment Advisor, exists to give our clients confidence in their future.

It’s our life’s work to provide holistic financial planning and customized portfolio management solutions that fit your life situation and give you a plan to reach your dreams.

Wellbeing is more than just moment-to-moment happiness; it’s a state of health.

At Edge, we address the big picture of your financial health. We provide the kind of rigorous and thorough financial planning that accounts for the big swings in the stock market and your stage of life.

Our approach to investing your resources takes into account your specific needs – and plans for the future. We invest like you were family. And you are.

When you feel confident, you can relax. Exhale. Dream. Live in the moment. And experience the state of wellbeing.

Our Story

Responsive. Attentive. Personalized.

We have aspired to embody these qualities since we were founded in 2005.

Our goal then was to identify and implement the most innovative financial planning and investment strategies for a select group of high net worth clients. Today, our small size continues to allow us to be attentive to our clients in a way that larger RIAs can’t. This translates to clients feeling individually cared for, like a close friend or a family member. We know who you are and what you are about. And what matters most to you.

We’re more than just people taking care of your money. We are your family.

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Who We Serve

Baby Boomers
Business Owners
Corporate Executives
Dual Income Family
Families
Gen X
Intergenerational Families
Living in Retirement

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