Hello, how we can help?

Whether you’re going through the loss of a loved one, starting investment opportunities, planning for retirement, or a career change, Edson Group understands the challenge of life-altering events. We offer an oasis of solid financial guidance for many clients in the midst of stressful life transitions.

Our highly-skilled and caring team of financial professionals pledge to be there for you with sound financial advice throughout both the ups and the downs:

• Loss of Loved One—With a mission to relieve stress, encourage healing and build a secure financial future, we assist clients with estate planning, tax planning, investments, and more after losing a loved one.
• Inheritance—Edson Group helps clients make the most impact with inherited assets through thoughtful, expert guidance to help ease that overwhelming feeling that can accompany the arrival of a large sum of money.
• Retirement—As one of the top financial advisory firms in the United States, Edson Group works to ensure our clients can retire confidently and on their own terms through expert wealth management.
• Career Change—Although changing careers can be rewarding, it also involves important financial decisions, and Edson Group helps ease the transition by providing expert financial advice.

The firm maintains a boutique feel with a personalized approach that differentiates us from many other financial advisory firms. We have a low client-to-advisor ratio, which allows us to be uniquely attentive to our clients, and give them financial peace of mind even in the midst of turbulent changes in their lives.

Each of us have a deeply personal reason why we were drawn to do this work. Our passion and dedication are some of the many reasons why our clients love working with us. We have effective, long-lasting relationships with our clients and a client retention rate of 98%, which is far above the industry average.

Yes! We will work in tandem with any professionals who are already providing guidance in your life. With your permission, we can exchange information and ideas with your team to optimize the advice we provide to you. Your team might include an accountant, estate planning attorney, property and casualty insurance agent, as well as other professionals such as life, disability, long-term care, and health insurance experts.

Over the last two decades, Edson Group has also built trusted relationships with professionals you may need along your financial journey. We are happy to be a resource for you if you need help building your team of smart and caring professionals!

No. There is no fee for your initial meeting with our Edson Group advisors. In this meeting, we will answer any questions you may have and help determine if we are the right advisor for you.