The Edman Group
Our mission, first and foremost, is to understand you and what matters most to you. The Edman Group is dedicated to helping families, retirees and business owners make the most of their financial future. For us, wealth management isn’t just about investments. It’s about building trust, simplifying the complex and creating plans that give you confidence in where you’re headed.
We believe the right financial plan is the one that truly reflects your goals and priorities. That's why we begin every conversation by learning about what matters most to you, and by making sure you feel comfortable asking questions along the way.
Whether you're planning for healthcare costs, saving for college or thinking of the legacy that you'll leave behind, every step starts with a thoughtful plan. Our goal is to help you manage, grow and preserve your wealth today, while keeping an eye on the impact it can have for generations to come.
CFP®, CPFA®
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
