. Edge Capital Group is honored to be included in the Dallas Business Journal’s list of the Dallas-Fort Worth Metro Area Wealth Management Firms published
. We are honored to announce that we have been named to Top RIA Firms for 2023. We achieved an elevated ranking of #33 out
Atlanta Estate Planning Council Welcomes New Member Kevin Vogel, CFP® June 2, 2023 Our firm is proud to announce Kevin Vogel, CFP® was recently invited
. We are excited to announce that we have been named to the 2023 Best-In-State Wealth Advisors list in Florida, Georgia, North Carolina and Texas.
We are excited to announce that Brad Parsons has joined the firm as a Managing Director and Senior Financial Advisor focused on serving a select
We are honored to announce that we have been named as a Top RIA for 2022. We achieved a ranking of #34 out
. 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
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
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.
We’d be honored to have a conversation with you about your life’s work and the legacy you’d like to build.
ATLANTA | CHARLOTTE | DALLAS | LEXINGTON | NASHVILLE | TAMPA
SCS Financial, Focus Partners Family Office and OCIO, is a leading wealth and investment management firm that focuses on ultra-high-net-worth individuals, families, and institutions. SCS offers fee-only advice designed to put client interests first and help wealthy families and institutions feel secure and confident in their financial futures. Priding itself on its steadfast client-focused approach, SCS believes all clients benefit from its integrity in helping them pursue their personal objectives. SCS provides an integrated approach to family office and investment management, encompassing critical areas across financial planning, multi-asset class portfolio management and private investments, and a powerful technology platform. SCS manages over $32 billion in assets, measured as of September 30, 2024, and is a dedicated Family Office & Outsourced Chief Investment Officer (OCIO) business line of Focus Financial Partners. SCS is headquartered in Boston, and with the addition of Edge Capital, further expands its nationwide presences holding additional offices in Atlanta, Charlotte, Dallas, Lexington, Los Angeles, Nashville, New York, Providence, Tampa, and West Palm Beach.
