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Featured Advisor

Ed Meek
CEO/Investment Advisor

Edge Portfolio Management


State: IL

At Edge, a low client to advisor ratio allows for personal and customized service for each individual.  Our goal is to work as a team for each client to provide not only portfolio management but wealth coordination and financial planning.  We make every effort to have frequent communication with our clients and to provide timely response to calls and emails.  I also enjoy spending time with my wife and three kids, playing and following basketball, playing golf, and participating as an advisory board member for Breakthrough Urban Ministries.

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July 10, 2013 Fact of the Day

Over one-third (35 percent) of Millionaires with $1-$5 million in net worth (NIPR) report they would like a financial advisor to help them with estate planning, and wealthier investors show even more interest. Forty percent of investors with more than $5 million in net worth (NIPR) say they would like estate planning advice. 

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