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We’re not transactional. We’re a long-term financial partner.

It’s important to us that our clients understand exactly what’s going on with their money.

There are thousands of financial planners and investment managers out there who would be more than happy to manage your money. Why would you choose Edgewood Wealth Advisors? Honestly, because we’re different than many of those other firms. And here’s what we believe sets us apart.

  • 1We listen.

    We don’t tell clients what they should do with their money. We listen to what they want to accomplish. Because ultimately, that’s what financial planning and investment management are all about: making it possible for people to live the life they want. So, before we open an account or make the first recommendation, we listen.

  • 2We don’t judge.

    In many cases, people are afraid to engage a financial advisor because their finances aren’t in perfect shape. Maybe they have some debt or haven’t saved enough. But we’re not here to judge how our clients have handled their money in the past. We’re here to help them create a plan for improving their financial picture so they can be confident about the future.

  • 3We think long-term.

    We’re not in the business of constantly trading stocks or trying to time the market. At Edgewood Wealth Advisors, we think long-term. Not just about long-term saving and investing. But comprehensive long-term planning. We help our clients get everything in place — from advanced directives to long-term care coverage — so they know they are prepared and protected.

  • 4We do the work.

    Joe started working in his family’s grocery business at age 11. He did payroll and sales tax returns before he could drive. He knows firsthand that getting where you want to go in life requires work. And that certainly applies to financial planning. It’s not a one-and-done kind of undertaking. It’s a long-term, fluid process that requires constant monitoring, attention, and adjustments. And that’s exactly what Joe and his team provide.

  • 5We utilize technology.

    Financial technology has truly revolutionized the financial planning and investment management business. At Edgewood Wealth Advisors, we take full advantage of all the benefits technology offers both our company and our clients. That’s not to say you have to be tech-savvy to work with us. We can teach you what you need to know. And we’re confident that once you see how technology simplifies your financial life, you’ll be sold too.

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