EDMD FINANCIAL STRATEGIES, LLC

Overview

Edmd Financial Strategies, LLC is a small, independent registered investment adviser operating as an LLC and positioned to serve individual and family clients. The firm provides comprehensive financial planning and portfolio management for individuals, small businesses and institutions, and it also performs selection-of-other-advisers duties on behalf of clients. It functions as a capital allocator, uses a mix of fee arrangements (percentage of AUM, hourly fees, and fixed fees), and engages in other financial product sales. The firm does not identify as an active ESG investor and is not registered as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices