Who we Serve
Alone but not lonely. As a small business with licensed fiduciaries, we put your needs first, not because we're obligated to but because that's what we believe in.
Still working? We can help you manage your finances so you can retire the way you want to. Keep working or retire early, the decision is ultimately yours.
Our goal is to educate our clients in order to empower them in their financial journey, no matter what their goals are.
Our team has decades of experience and all the necessary resources so your financial goals align with what fits you and the people you care about the most.
Whether you're looking for a second opinion, or don't know where to begin, we're here to help. Click the button to schedule a complimentary meeting to see what we can do for you.
What We're About
At EdgeRock we solve retirement problems.
Lots of people have retirement accounts or a stock portfolio. What they don’t have is a strategy to turn those savings into a lasting and fulfilling retirement. That's where we come in.
How do we do it?
We Minimize Your Tax Exposure
Protect Your Savings against the Market
Maximize your savings to get the most out of what you have earned
Create a complete financial plan
The EdgeRock Summit Plan is a complete financial strategy accounting for income, healthcare costs, Social Security, and legacy planning.
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For more information about any of the products and services we provide, schedule a meeting today or register to attend a seminar.