JEREMY G. EDGE

CFP®, RICP®, CFBS

FINANCIAL PLANNER | CO-FOUNDER

Jeremy's family background of entrepreneurs instilled in him lifelong commitment to his hard-work ethic and pursuit of excellence. With the Edge Wealth Strategies team, Jeremy brings his management expertise and advanced planning knowledge to help ensure a dynamic and forward-thinking approach to financial planning and practice management.

Jeremy is an alumni of Slippery Rock University and a Bachelor of Business Administration who concentrated in economics, finance, and international affairs. Jeremy is a CERTIFIED FINANCIAL PLANNER (CFP®) practitioner, and has earned designations as a Retirement Income Certified Professional (RICP®) and a Certified Family Business Specialist (CFBS). With these advanced designations, Jeremy is also an Investment Advisor Representative, Registered Representative, and is licensed in life, accident, and health insurance.

While Jeremy has expansive academic knowledge in financial planning that would be beneficial for anyone, Jeremy feels that his experience and expertise are of most value to practicing physicians, executives, high net worth families, and business owners.

Jeremy has a unique perspective in answering many of the challenging questions that entrepreneurs and high-net worth individuals/families may have, such as:

  • How do I invest as a high-income earner?

  • How can I best support my family and preserve my legacy?

  • How do I turn my career earnings or value of my business into a reliable stream of income in retirement?

  • Who are the people I need on my financial team to maximize my chance of success as I transition in between life stages?

  • How do I make these transitions as seamlessly as possible?

 

Jeremy's special areas of focus within financial planning are:

  • retirement planning

  • investment management

  • estate and legacy planning

  • executive compensation strategies

  • business planning & advanced planning 

  • generational wealth planning

 

Most people who know Jeremy can tell he loves to be always working, but he manages to keep a well-balanced life to enjoy hiking, reading, traveling, and cooking.

Interested in speaking with Jeremy? Contact him via email at JeremyEdge@financialguide.com. or call (858) 202-2236.

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

Securities, investment advisory and financial planning services offered through qualified registered representatives of MML Investors Services, LLC, Member SIPC.

OSJ: Six PPG Place, Suite 600 Pittsburgh, PA 15222. 412-562-4411

Edge Wealth Strategies is not a subsidiary or affiliate of MML Investors Services, LLC.

CRN#202203-255219