Edge Capital Group


Your Trust is
Our Mission

Choosing a wealth management partner is one of your most important life decisions. When you work with Edge, you’ll find independent advisors with a breadth of expertise and depth of experience that are focused on doing what’s best for you. Edge serves individuals, families, and institutions with significant affluence. We help simplify the complexities of your financial life by collaborating with your ecosystem of professional services partners, including your tax, accounting, and insurance advisors. Our comprehensive services include coordinated strategies and consolidated reporting for Investment Management, Wealth Strategy, and Family Office Services.

What is a Fiduciary?

A fiduciary is a different kind of financial advisor. We are independent investment professionals. In essence, we put your financial wellbeing above profits and make investment decisions solely with your best interests in mind.


Our Core Values are essential to building strong and lasting relationships with you. Our values are simple and direct: Be Great Teammates and Give Your Best Effort. We strive to believe the best in each other, want the best for each other, expect the best from each other, and hold each other accountable to their best. Along with these Core Values we are guided by the principles below to help you achieve your mission.


Your goals and aspirations come first. Always. Our work begins with our fiduciary obligation to provide independent and comprehensive services – our mission is achieved when we earn and sustain your trust.

Absolute Transparency

We are open, honest, and deeply committed to providing complete transparency around every action we take on your behalf – and every interaction we have with you.

Deep Thinking

By continuously analyzing trends, diving deeply into data, and challenging each other to make sense of it all, we manage the many variables that can impact your long-term goals.

Servant’s Heart

As individuals and as a firm we are passionate about supporting positive social, economic, and environmental outcomes for the communities we serve.

A Word About Our Mission to Serve You

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