Edge Capital Group

Your Mission is Our Mission

We are invested in what matters most to you.

Your Mission is Our Mission

We are invested in what matters most to you.

Edge is a different kind of wealth management firm.

We are fiduciaries first. Our comprehensive strategies are designed specifically around your needs and aspirations. With the goal of aligning your higher purpose to your mission for your family, legacy, and philanthropy, your team of advisors is individually selected to meet the complexities of your life. We provide customized, integrated solutions managed with Integrity, accountability, and deep thinking to provide continuity across your full financial profile for generations to come.

FORBES

Forbes Best-In-State Wealth
Advisors 2023 - FL, GA, NC, TX

Forbes Top RIA Firms 2022

Forbes Top Women Wealth
Advisors Best-In-State 2022 - FL

See important disclosures about our awards.

OUR PROMISE TO YOU

When you choose Edge, you’re choosing to work with a team who’s committed to the people behind the plan.

TIME
AFFLUENCE

TIME AFFLUENCE

Our processes are designed to help you find more time to spend on the things that bring you the most joy.
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UNBUNDLED
ADVICE

UNBUNDLED ADVICE

Our strategies are created in collaboration with your trusted financial partners to create customized holistic programs that meet all your needs.
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YOUR PERSONAL
BOARD

YOUR PERSONAL BOARD

Our teams of independent thinkers are hand-selected to reflect your character because we believe that personal connections matter.
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CONTINUITY

CONTINUITY

We are committed to preserving your mission by providing future generations with guidance and support for the continuity you seek.
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$ 0 B
Assets Under Advisement
0 %
Client Retention Rate
Top 0
Clients Per Advisor

A Word About Our Mission to Serve You

We left top Wall Street investment firms in 2006 because we believed in a better way to service affluent clients. One that is attentive and transparent, as well as highly customized and intensely personal. We’re ardently focused on driving results that fulfill each client’s vision for their legacy.

A Word About Our Mission to Serve You

We left top Wall Street investment firms in 2006 because we believed in a better way to service affluent clients. One that is attentive and transparent, as well as highly customized and intensely personal. We’re ardently focused on driving results that fulfill each client’s vision for their legacy.

HOW CAN WE FURTHER YOUR MISSION?

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

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