Episode 140: From Fidelity to Financial Planning

In 2005, Ed founded Edge Financial Advisors with the goal of providing all his clients a more comprehensive financial planning and investment management experience than what they had received previously. Since then, Ed has been able to spend a lot more time with a select group of clients in order to fully assist them in achieving their financial goals. Prior to founding Edge, Ed helped launch the Private Access Group at Fidelity Investments, where he was a Senior Account Executive & Vice President. In this position, he provided financial planning, investment management, and retirement planning solutions for all of his clients. With 25+ years of experience as a CERTIFIED FINANCIAL PLANNER™ and investment advisor, Ed oversees all aspects of the financial planning and investment process for his clients at Edge Financial Advisors. Ed graduated from Loyola University in Chicago with a Bachelor of Business Administration. He lives in Wheaton, IL with his wife and their three children. Listen to this insightful RIA episode with Ed Meek about transitioning from Fidelity Investments to Financial Planning. Here is what to expect on this week’s show: - How Edge Financial Advisors specializ3s in defined benefit plans. - How defined benefit plans can help business owners save significant amounts of money before taxes. - Why it’s helpful to use various marketing methods to find ideal clients. - How starting a podcast allows you to share your passions and expertise. - Why podcasting is a valuable tool for building trust with prospective clients. Connect with Ed: Links Mentioned: edgefa.com Twitter @advisors_edge Facebook facebook.com/profile.php?id=100057522786296 LinkedIn linkedin.com/company/edge-portfolio-management-llc Learn more about your ad choices. Visit megaphone.fm/adchoices