Ed Meek, CFPTM is the founder and CEO of Edge Financial Advisors, the registered investment advisor (RIA) firm that exists to provide small business owners with a sense of confidence, freedom, and hope about their financial futures.
Ed’s passion is to provide holistic financial planning and customized portfolio management solutions that fit the unique life situation of entrepreneurs and give them a plan to achieve the lives they have only dreamt about.
After more than a decade as a financial adviser for a retail branch of Fidelity, Ed founded Edge Financial Advisors in 2005, with the goal of working with fewer clients in a much more comprehensive and effective way. 19 years later, he has built a team of 8 people who are currently helping more than 300 clients thrive financially. He is on a mission to help over 1,000 people achieve financial wellbeing in the next 5 years.
Ed has 25+ years of experience as a CFPTM and is one of the nation’s leading experts in Defined Benefit Plans, an extremely tax-efficient way of helping business owners and their employees save for retirement. He lives in Wheaton, IL, with his wife and is a father of three adult children, and also co-hosts the video podcast, Ed’s Edge, a show for the regular Joe and Jane investor who aspires to live a life of freedom and generosity.