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

Ed Meek

Ed Meek CFP®

Founder  •  CEO

John Smith

John Smith IV CAIA®

Chief Investment Officer

Jeremy Schletz

Jeremy Schletz

Sr. Investment Manager  •  Financial Advisor

James Alexander

James Alexander CFP®

Financial Advisor

Nikki Jagdman

Nikki Jagdman

Client Services Specialist

Zac Cravez

Zac Cravez

Associate Financial Advisor

Amy Camarena

Amy Camarena

Client Services Manager

Nate Bosek

Nate Bosek CFP®

Financial Advisor

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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