Responsive. Attentive. Personalized.
Edge Financial Advisors is a Registered Investment Advisor with the mission of helping our clients design the life they want by protecting and growing their financial resources.
Ed Meek, CFP®
Chief Executive Officer
ed@edgefa.com
In 2005, Ed founded Edge Financial Advisors with the goal of providing all of 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.
James Alexander, CFP®
Financial Advisor
james@edgefa.com
James joined Edge in 2019 to pursue his passion of helping his clients meet their financial goals. As a wealth advisor, James provides customized investment management and complex financial planning to families and individuals.
Zac Cravez
Associate Financial Advisor
zac@edgefa.com
Zac joined Edge Financial Advisors in 2023 as an Associate Financial Advisor. In this role, Zac supports our clients through assistance with financial planning, portfolio reviews, trading, and client service requests.
Ed’s Edge
A podcast for the regular Joe and Jane investor who aspires to live a life of freedom and generosity.
Ed Meek, along with co-host James Alexander, makes the complex simple, giving listeners a financial edge to live the life they’ve always wanted.
Check out the Edge Wellbeing Resource Center to find insights, articles, and tips to help you plan for your future with confidence.
At Edge, our commitment is to empower you with the knowledge and tools you need for a secure financial foundation, allowing you to exhale, dream, and truly embrace the state of wellbeing.
Ed Meek & James Alexander share with Advisor Advocates Founder Garrett Layell how the Edge FA team helps high income earning business owners set up personal pensions, formally referred to as Defined Benefit Plans.
Learn How Defined Benefit plans work, what the requirement to use them are, and step-by-step guidance to learning more about if they fit in your retirement plans.
Structured Notes in a Portfolio
Edge Financial Advisors Founder Ed Meeks and Partner James Alexander discuss how they use Structured Notes to provide diversification and income growth potential for their clients.
Explore the differences between Income Notes and Growth Notes, learn how they are issued, and what opportunities you may be able to leverage by partnering with a professional investment team specializing in this market.