We’re not Just different.
We are More.
More
under one roof
more
full-picture plans
more
experience
We are more than a traditional firm who prepares taxes or recommends investments. With Edge Financial, you get a complete financial advisor. Our team of CPAs and Investment Advisors work together to handle your tax and wealth management needs. We utilize high-caliber individualized strategies to maximize your current and long-term financial position.
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About Us
After spending years in the financial industry, we have come to realize the need to implement a one-stop shop for the financial management of our clientele. We add value to our clients by staying up to date with current tax law and investment strategies. At Edge Financial, we analyze everything from tax management to full investment portfolios, allowing us to give our clients a more comprehensive look at their finances. Rather than sending you back and forth between financial advisors, we are able to keep it all in one place with a diversified team of experts proactively managing your portfolio. While we are located in Idaho Falls, Idaho, we work with clients all over the country, specifically in the pacific northwest.
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