Who We Are
At EDM Capital, we're all about putting your best interests first. As formal fiduciaries, we take this responsibility very seriously because it's all about benefiting you. We do not hold any broker-affiliated licenses.
​
We're a fee-only firm, meaning our only compensation comes from the fees we charge for managing your assets. No commissions, no performance fees, no hidden charges, or soft dollar arrangements—just straightforward and transparent fees for our services.
We provide comprehensive, ongoing wealth management, including the creation and continuous monitoring of a professionally managed investment portfolio.​ Alongside these portfolios, we offer consultative services to help grow your assets, minimize tax liability, and avoid costly financial mistakes.
​
This close relationship has allowed us to build a pristine track record of success with our clients.
​
Wealth Management / Financial Partnership
Our team of carefully selected professionals, each with a high level of knowledge and skill in key financial areas, will hold your hand through the investment management process. We'll help you identify opportunities in tax planning, estate planning, insurance planning and asset protection. Additionally, we'll collaborate with your existing professionals to ensure comprehensive support.
Grow Your Vision
Learn more about the people behind your money: wealth manager and investment committee
We source from gurus and professors, learn more about them and the science behind their methods
What drives our overarching investment strategy and practice.
Step One
Step Two
SCHEDULE A CALL
DISCOVERY MEETING
This complimentary call allows us to learn a bit about you to ensure your financial needs match our services and expertise.
This virtual meeting allows us to create a flexible and meaningful plan tailored to your needs. Beforehand, we'll ask that you upload your financial documents securely through our online portal.
Step Three
INVESTMENT PLAN MEETING
We'll present an investment plan designed to maximize your chances of reaching your goals. Feel free to ask any questions about the plan, our process, our firm, and the experience of being a client.
As Featured on
