Edge Capital Group
CLIENT ACCESS

INSIGHTS

Our Mission is to Inform and Inspire

Insights:

  • All
  • 2022
  • 2023
  • 2024
All
  • All
  • 2022
  • 2023
  • 2024

New Blue Current Website Announcement

November 16, 2024

Edge Named in Top RIA Firms 2024

October 21, 2024

Edge Capital is honored to announce our firm has been ranked in Barron’s 2024 Top 100 RIA Firms List

September 16, 2024

Congratulations to Jake Munns, FPQP®

September 4, 2024

Congratulations to Frances Suarez, CFP®, AWMA®, MPS

August 13, 2024
Welcome Interns

Edge Welcomes New Interns

May 21, 2024
THE CHARLOTTE BUSINESS JOURNAL Charlotte's Largest Wealth Management Firms & Financial Planning Firms Rankings 2024

Edge named in the Charlotte Business Journal Book of Lists

May 21, 2024
Frances Suarez

Congratulations to Frances Suarez, AWMA®, MPS

May 13, 2024
Best-In-State Wealth Advisors 2024

Edge Named in 2024 Best-In-State in 5 Major States Ranking

April 10, 2024

Congratulations to Stephen Halkos, CFA

March 4, 2024

Mackie named to 2024 Top Women Wealth Advisors – Best-In-State

February 9, 2024
THE DALLAS BUSINESS JOURNAL Dallas-Fort Worth Metro Area Wealth Management Firms

Edge named in The List

December 5, 2023

Edge Named Top RIA Firms 2023

November 17, 2023
Jake Baker

Congratulations to Jake Baker, CFA

November 16, 2023

Atlanta Estate Planning Council New Member

June 2, 2023
Best-In-State Wealth Advisors 2023

Edge named in 2023 Best-In-State list in 4 Major States

April 4, 2023

Edge Welcomes Senior Wealth Advisor, Brad Parsons

November 15, 2022

Edge named 2022 Top RIA Firm

October 25, 2022

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

April 29, 2022

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

February 17, 2022

Insights:

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.

LET'S TALK

ATLANTA  |  CHARLOTTE  |  DALLAS  |  LEXINGTON  |  NASHVILLE  |  TAMPA

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3333 Riverwood Parkway
Suite 350
Atlanta, GA 30339

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  • © 2023 Edge Capital Group.
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