About EdgeRock
A full-service approach to wealth management
Since our founding, EdgeRock has worked to redefine what’s possible in wealth management. As an independent, SEC-registered advisor, we carve our own path—combining open-architecture portfolio management with proactive tax strategy to deliver fully optimized, custom planning for every client.
Today, EdgeRock serves clients seeking more detailed investment advice. Whether you’re navigating a major liquidity event, planning for retirement, managing concentrated assets, or building a multi-generational legacy, we bring deep experience and uncompromising focus to every aspect of your financial life.
Impact as many lives as possible through excellence in wealth management
Raise Industry Expectations
We believe a financial plan should be more than just an off-the-shelf portfolio. EdgeRock aims to excel where other wealth management models fall short.
Grow With Clients In Mind
We aim to deliver a service experience that grows and evolves alongside our client family. A firm that continues to strive, refine & progress into the future.
Invest Like an Institution
We believe client portfolios should benefit from a full range of asset classes. Not just stocks and bonds.
Custom Diversification
We’re committed to sourcing truly de-correlated opportunities to meet the needs of every portfolio.
Tax Efficiency at Every Step
We believe in net results, building ongoing tax efficiency into every element of every financial plan.
It’s not enough to be a fiduciary. When recommendations are shaped by commissions or incentives, advice ceases to be objective. Financial advice should start with your needs, not with a limited product shelf.
EdgeRock is redefining the wealth management experience by upholding a fiduciary standard that isn’t compromised by broker-dealer influence.
No broker-dealer. No answering to anyone but our clients.
No broker-dealer. No answering to anyone but our clients.
A commitment to making a more meaningful impact
At EdgeRock we believe our position demands greater community stewardship. Our approach to philanthropy is focused and deliberate—directing time, attention, and financial support toward areas where meaningful progress is possible.
Our efforts are centered on veteran rehabilitation, advancing solutions for curable diseases, and supporting local families in need. By concentrating our resources rather than dispersing them broadly, we aim to create lasting, measurable impact in the communities we serve.
A commitment to making a more meaningful impact
At EdgeRock we believe our position demands greater community stewardship. Our approach to philanthropy is focused and deliberate—directing time, attention, and financial support toward areas where meaningful progress is possible.
Our efforts are centered on veteran rehabilitation, advancing solutions for curable diseases, and supporting local families in need. By concentrating our resources rather than dispersing them broadly, we aim to create lasting, measurable impact in the communities we serve.
