Edge Portfolio Management

1776A S Naperville Rd Ste 102
Wheaton, IL 60189

Edge Portfolio Management is a boutique Registered Investment Advisor (RIA) based in Wheaton, IL, specializing in providing personalized financial planning and investment services to a select group of high net worth clients. Founded in 2005, their small size allows them to offer attentive and responsive care, making clients feel individually cared for like a close friend or family member.

With a mission to help clients design the life they want by protecting and growing their financial resources, Edge Financial Advisors is led by a dedicated team of professionals, including their Founder and CEO, Ed Meek, and Chief Investment Officer, John Smith IV. Their team aspires to provide the same level of care and attention to clients as they would to their own family, ensuring that clients' unique needs and goals are understood and addressed.

Generated from the website

Own this business?
See a problem?

You might also like

Financial consultant, Stock exchanges, General practice attorney, lawyer

Raymond James

Located in Wheaton, IL, Jay Patel - Raymond James is a financial services company specializing in tailored wealth management services, investment banking, asset management, and capital market solutions. Their expertise extends to serving individuals, businesses, and municipalities with comprehensive financial planning, portfolio advisory strategies, investment research, and personalized assistance aligned with client-specific objectives. Through decades of experience, Jay Patel - Raymond James is dedicated to guiding clients through intricate financial landscapes with meticulous analysis and individualized care, emphasizing prudent risk management and providing avenues for financial growth, protection, and efficient resource transfer. Embracing a global outlook while maintaining a community-centric ethos, this establishment is unwavering in its commitment to delivering attentive, meaningful, and objective-driven financial solutions. Jay Patel - Raymond James, situated in Wheaton, IL, stands out as a financial services entity focused on delivering custom wealth management services, investment banking solutions, asset management, and capital market expertise. Catering to a diverse clientele encompassing individuals, businesses, and municipalities, their offerings include comprehensive financial planning, tailored portfolio advisory strategies, investment research, and specialized support tailored to individual client goals. Backed by a wealth of experience, Jay Patel - Raymond James places a strong emphasis on assisting clients in navigating intricate financial terrains through detailed analysis and personalized care, highlighting the importance of prudent risk management and avenues for financial growth, protection, and efficient resource transfer. With a global perspective and a strong community-oriented ethos, this establishment remains dedicated to providing attentive, impactful, and objective-driven financial resolutions. Generated using this brand's available information
United StatesIllinoisWheatonEdge Portfolio Management

Partial Data by Infogroup (c) 2025. All rights reserved.