Edge Portfolio Management is a boutique Registered Investment Advisor (RIA) based in Wheaton, IL, specializing in providing personalized financial planning and investment services to a select group of high net worth clients. Founded in 2005, their small size allows them to offer attentive and responsive care, making clients feel individually cared for like a close friend or family member.
With a mission to help clients design the life they want by protecting and growing their financial resources, Edge Financial Advisors is led by a dedicated team of professionals, including their Founder and CEO, Ed Meek, and Chief Investment Officer, John Smith IV. Their team aspires to provide the same level of care and attention to clients as they would to their own family, ensuring that clients' unique needs and goals are understood and addressed.
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