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Who We Are

At Edward George Financial Group, we provide comprehensive investment management and financial services with a focus on helping high-income earners pursue their short and long-term goals. By working closely with an advisor, people can plan for the many milestones ahead and, as a result may feel more confident in their financial futures. We founded our firm with transparency, trust, intimacy, and integrity in mind. We use these cornerstones as a guide and serve clients as their lifelong financial advisor, sustaining trusted relationships that span generations.

When working with our clients, we focus on a comprehensive planning process and identify their entire financial pictures, including where they are today and where they want to be tomorrow. We seek to develop strategies that may suit a client’s unique needs and determine appropriate ways to minimize taxes. We help our professional clients create, preserve, and maintain generational wealth. By offering tax budgeting and planning services, as well as a holistic approach to financial planning, we are able to help our clients address all facets of their finances.

Whether we’re working with professional athletes, entertainers, or business owners, our goal is to provide objective guidance and serve as a resource for their investment and financial needs. We work as a team and, with a comprehensive background in the financial services industry, we can assist clients with a number of different concerns or questions.