Zac Cravez, CFP®
We exist to give our clients confidence in their future.
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Edge Financial Advisors
Zac Cravez, CFP®
Wheaton, IL
Serving Clients Nationwide
We exist to give our clients confidence in their future.
Areas of Focus
- Budgeting
- Estate Planning
- Financial Life Planning
- Investment Management
- Owning a Business
- Retirement Planning
- Taxes
About Zac Cravez, CFP®
Zac Cravez joined Edge Financial Advisors in 2023 to help relieve financial anxiety for others. How? Turning complex planning strategies into easy to digest concepts. As a Financial Advisor, he provides in-depth financial planning, through strategy sessions and portfolio reviews.Zac previously worked at Bank of America Merrill Lynch as a Financial Solutions Advisor. He first developed an interest in Financial Planning after taking a Personal Finance course when he was 14 years old and has pursued a deeper understanding ever since.
Zac graduated from the Kelley School of Business at Indiana University where he majored in Finance. He became a CERTIFIED FINANCIAL PLANNER™ in 2025. He has a passion for self-improvement, philanthropy, technology, and taking on new life experiences and challenges.
Zac enjoys scuba diving when visiting his hometown of Miami, FL. He currently lives in the village of Oak Park, IL.
Professional Designations
- CERTIFIED FINANCIAL PLANNER ®
Primary Location
111 W. Wesley Street, Suite 1, Wheaton, IL 60187
Video
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Percentage of Assets Managed
What to expect in the first meeting
Click the 'Book Intro Call' button above and complete the brief form to get in touch. We'll schedule a free introductory call to get to know each other and I'll listen to understand your unique circumstances so we can determine the best way to proceed. I look forward to speaking with you.Offers Investment Management
Yes
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.
Education
Indiana University - Kelley School of Business, Bachelor of Science - BS, Finance
Hobbies and Interests
- Family
- Swimming
SEC Lookup
View DisclosureWho We Serve
- Baby Boomers
- Business Owners
- Corporate Executives
- Dual Income Family
- Families
- Gen X
- Intergenerational Families
- Living in Retirement
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