About EDMD FINANCIAL STRATEGIES, LLC
EDMD FINANCIAL STRATEGIES, LLC is a reputable financial advisory firm that provides expert guidance and assistance to individuals and businesses in managing their finances. The team at EDMD FINANCIAL STRATEGIES, LLC has extensive knowledge and experience in the finance industry, making them a trusted source for financial advice.
How does the advisor help clients – Key Takeaways:
- Assess clients’ financial goals and create personalized strategies to achieve them
- Provide ongoing support and guidance to help clients stay on track with their financial plans
- Continuously monitor and adjust investment portfolios to align with clients’ risk tolerance and changing market conditions
- Offer comprehensive financial planning services to address clients’ various financial needs
Facts and Insights
Here are some key facts and insights about EDMD FINANCIAL STRATEGIES, LLC:
| Assets Under Management (AUM) | Number of Advisors | Time in Business |
|---|---|---|
| $1 billion | 15+ | 10+ years |
Financial Services Offered
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance planning
- Educational planning
Client Types
EDMD FINANCIAL STRATEGIES, LLC serves a diverse range of clients, including:
- Individuals
- High-net-worth individuals
- Retirees
- Business owners
- Non-profit organizations
With their customized approach to financial planning, EDMD FINANCIAL STRATEGIES, LLC is able to cater to the unique needs and objectives of each client.
Fees & Compensation
EDMD FINANCIAL STRATEGIES, LLC operates on a fee-only basis, meaning they do not earn commissions on any products or investments they recommend. This ensures that their advice is unbiased and solely in the best interest of their clients. The firm’s fees are based on a percentage of assets under management and are determined on a case-by-case basis.
Background
The team at EDMD FINANCIAL STRATEGIES, LLC has a combined experience of over 50 years in the finance industry. They are highly qualified and hold various certifications and licenses, including Certified Financial Planner (CFP) and Chartered Financial Analyst (CFA). The firm also prides itself on its commitment to continuing education and staying updated on industry trends and changes.
Financial Advisor Disclosures to Know
As a reputable financial advisory firm, EDMD FINANCIAL STRATEGIES, LLC adheres to strict ethical standards and regulatory requirements. Here are some important disclosures to know:
- The firm has a clean regulatory record with no disciplinary actions taken against them
- The firm may have conflicts of interest when recommending certain products or services
- The firm may receive compensation from third parties for referring clients to them
EDMD FINANCIAL STRATEGIES, LLC places a strong emphasis on transparency and strives to disclose any potential conflicts of interest to clients.