Edge Capital Group

Paul Robertson III   


As a Partner and Senior Wealth Advisor, Paul works directly with private clients, foundations, and endowments. Paul is passionate about helping families leave a legacy through philanthropy and assisting non-profit institutions in striving to achieve their mission. Paul is engaged with Edge’s Community Engagement Team and helped to develop the “Edge…ing Towards a Brighter Future” financial literacy program.

Paul earned a Bachelor of Arts degree in Economics and Business Administration from Furman University and a Master of Business Administration from the Goizueta Business School at Emory University. He has been a featured speaker at conferences of the Government Financial Officers Association (GFOA), Southeastern Council of Foundations (SECF), National Association of College and University Business Officers (NACUBO), National Association of State Treasurers (NAST), and Tax-Exempt Association (TEA). Paul is an Eagle Scout.

Paul is active with a number of nonprofit organizations including Furman University, Mercer University Law School Foundation, Wesleyan School, Canterbury Court, The Children’s Museum of Atlanta, and Dunwoody United Methodist Church.

When he is not spending time with his family (wife Frances and daughters Sally and Caroline and golden retriever Bailey) or volunteering, Paul enjoys playing tennis, golf, as well as hiking, snow skiing and being outdoors.

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I strive to live a life that matters by strengthening clients, associates, neighbors, communities, and myself. As a Senior Wealth Advisor at Edge, I use all the resources and intellectual capital of the firm to positively impact trajectory and outcomes. I care deeply for individuals, families, and institutions, collaborating to help them thrive through objective advice and intentional guidance.

-Paul Robertson III
Partner, Senior Wealth Advisor

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