Edge Capital Group Places an All-Time High of Five on the Forbes 2022 Best-In-State List

Category: News & Press

19 posts categorized as "News & Press"

Edge Capital Group Places an All-Time High of Five on the Forbes 2022 Best-In-State List

Forbes recognized five Edge advisors in its 2022 Best-In-State list, the highest number of Edge advisors to make the magazine’s annual state rankings. Our advisors…

Kendrick Mattox, Partner, Featured on NPR

Recently, one of our partners, Kendrick Mattox, was a guest on the NPR show The Point, where he and fellow guest Pam Krueger (founder and…

Edge Capital Group Advisor, Elizabeth Mackie, CPA, CFP® Named to 2022 Forbes Top Women Wealth Advisors – Best in State

Edge Capital Group proudly announces Partner, Elizabeth Mackie, CPA, CFP®, has made the Forbes 2022 list of America’s Top Women Wealth Advisors – Best in…

2021 Year in Review

Dear Clients, Edge Capital exists to deliver a positive experience across your full financial life through a culture of teamwork, thought leadership, and high touch…

Edge VP, Rebecca Montes, named Financial Planning Association’s Organizational Director

  We would like to congratulate our very own Rebecca Montes on being placed on the Financial Planning Association’s 2022 Leadership Committee. FPA NexGen provides…

Kendrick Mattox, Partner, Featured in Forbes Article and Podcast

We are excited to announce that one of our Partners, Kendrick Mattox, was interviewed for a podcast that was discussed in an article on Forbes.com….

BCGDX Celebrates 4-Star Rating

ATLANTA, Georgia, September 8, 2021 — We are excited to announce that on the 7th anniversary of the Blue Current Global Dividend Growth Fund (BCGDX),…

Rising College Sophomores Explore Wealth Management with the help of Edge

When Edge was formed in 2006, the founders crafted the firm’s mission statement.  Making our communities a better place for everyone became a cornerstone for…

EDGE…ing Toward a Brighter Future

On June 14th, we kicked off our latest community engagement project entitled “EDGE…ing Toward a Brighter Future” in partnership with Wealthy Habits and the Andrew…

Edge Capital Group Advisors Named to Forbes’ Best-In-State Wealth Advisors

We would like to congratulate Edge Capital Group advisors, Harry Jones and Will Skeean, on making Forbes’ Best-In-State Wealth Advisors list for 2021. Edge Capital…

Treasury Volatility Returns as Stocks Advance

Treasury Volatility Returns as Stocks Advance Please click here to read the full research paper.

Edge Capital Group is not affiliated with Edge Capital Investments, Ltd

Edge Capital Group, LLC is not affiliated with Edge Capital Investments, Ltd ATLANTA, March 4, 2021 /PRNewswire/ — The Edge Capital Group, LLC is not affiliated with…

Edge Speakers Series: Main Street Investors take on Wall Street Pros; GameStop, Robinhood and What You Need to Know

Hear our thoughts on the current market events including the Gamestop short squeeze, the rise of the retail investor, and the short and long-term implications…

Edge’s 2021 Financial Planning Guide

A new year brings changes to many areas that impact our clients’ financial lives from income tax and estate tax planning to charitable gifting and…

Off the Cuff: Policy Musings from Washington DC

Last week our Strategy Team attended a virtual DC Policy Conference hosted by one of our longstanding research partners. The event was hosted on January…

Edge Speakers Series: The COVID Vaccine: What You Need to Know

The U.S. Food and Drug Administration (FDA) has begun authorizing the use of vaccines for the coronavirus that causes COVID-19.  Sandra Fryhofer, M.D.,  trustee of the…

Ten Ways to Protect Yourself From Cyber-Crime

Cybersecurity awareness is always important and the Covid-19 pandemic has made this even more critical with fraud surging as criminals are taking advantage of our…

Year End Planning: 10 Steps to Consider

Executive Summary: Year End Planning: 10 Steps to Consider High net worth individuals are strongly encouraged to coordinate with their accountant and estate planning attorney…

Edge Capital Group Annual Managing Partner Letter

December 16, 2020 Dear Clients, This has been a challenging and unusual year for many. Perhaps you are as eager as we are to put…