About Us

Our Story

Responsive. Attentive. Personalized.

We have aspired to embody these qualities since we were founded in 2005.

Our goal then was to identify and implement the most innovative financial planning and investment strategies for a select group of high net worth clients. Today, our small size continues to allow us to be attentive to our clients in a way that larger RIAs can’t. This translates to clients feeling individually cared for, like a close friend or a family member. We know who you are and what you are about. And what matters most to you.

We’re more than just people taking care of your money. We are your family.

Our Mission

Edge Financial Advisors is a Registered Investment Advisor with the mission of helping our clients design the life they want by protecting and growing their financial resources.

Our Team

Meet Edge Financial Advisors team, who aspire to care for you like we do our own family:

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Contact Information

Edge Portfolio Management is located at 1776 S Naperville Rd., Suite 102A in Wheaton IL. We hope you’ll stop by for a visit!

For more information on how we approach financial planning and investing, please contact us by phone or email.

Office Locations                                                                                 Contact Information

1776 S. Naperville Road
Suite 102A
Wheaton, IL 60189

14 7th Ave N.
St. Cloud, MN 56303

Phone: (630) 221-1000
Fax: (630) 396-9000
Email: info@edge-pm.com

Phone: (320) 828-7979
Fax: (630) 396-9000
Email: info@edge-pm.com