Financial Edge

Overview

Financial Edge is an independent registered investment adviser organized as a partnership and owned by an individual. The firm advises individuals and families, providing financial planning, portfolio management for individuals and small businesses, and the selection of third‑party advisers. Its fee model is flexible and includes assets‑under‑management fees, hourly charges, fixed fees and other arrangements. The firm is identified as a capital allocator but, per filings, it does not present itself as an active ESG investor. An industry affiliation with accounting professionals is noted in its materials.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices