Fiduciary EDGE Advisors Email Formats
Financial Services • 
Chester, Virginia, United States • 1-10 Employees
Fiduciary EDGE Advisors Email Formats
Fiduciary EDGE Advisors uses 2 email formats. The most common is {first initial} (e.g., j@fiduciaryedgeadv.com), used 60% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial} | j@fiduciaryedgeadv.com | 60% |
{first name} | john@fiduciaryedgeadv.com | 40% |
Key Contact at Fiduciary EDGE Advisors
Jeri Bice
Director of Client Services
Company overview
| Headquarters | Chester, Virginia, United States |
| Phone number | +18335480855 |
| Websites | |
| NAICS | 52 |
| Keywords | Income Planning, Education Planning, Fiduciary, Financial Planning, Long Term Care Insurance, Investment Management, Divorce Planning, Women, Retirement Income Planning, Asset Protection Strategies, Estate Planning Strategies, Business Owner, Tax Efficient Investments, Stock Options, Wealth Building Strategies, Trust Asset Management, Risk Reduction Strategies, Major Life Event Planning, Estate Settlement Guidance, Rental Income & Property Experience |
| Founded | 2020 |
| Employees | 1-10 |
| Socials |
About Fiduciary EDGE Advisors
Fiduciary EDGE Advisors, LLC serves our clients in a fiduciary capacity because we believe putting clients' best interest first is simply sound business. Fiduciary EDGE Advisors, LLC is a full-service wealth management firm, overseeing investments and the financial wellness of our clients. We emphasize major life event planning and asset protection, including pre- and post-retirement, pre-marriage, divorce, loss of spouse or parent, caring for family members with special needs, job changes and retirement income security. Perhaps because we have helped so many women clients through the years, women—both married and single, comprise the majority of our clients. We provide a comprehensive, strategic analysis of every client’s financial health, considering short- and long-term goals, spending priorities and personal values. We track net worth, investments, real estate assets, liabilities, and seek-out areas to increase financial security, stability, and independence. Client peace of mind matters- a lot. We believe it is vital to have a well-thought-out strategy and contingency plans in place for life’s inevitable changes to help protect and preserve assets, income, and to hedge against inflation. Our goal is to be known for our integrity, knowledge and insights in a fast-changing investment world and for our collaboration with tax and legal professionals to jointly protect clients' interests. And, just as importantly, for our results: enabling clients to JOURNEY CONFIDENTLY ™. We are passionate about serving clients and grateful to all who generously demonstrate their confidence by referring their friends and families to our fast-growing firm. For a list of states we are registered to do business, please visit www.Fid-EDGE.com. Securities through Kestra Investment Services, LLC, member FINRA/SIPC. Investment advisory services through Kestra Advisory Services, LLC, an affiliate of Kestra IS. Fiduciary EDGE Advisors is not affiliated with Kestra.
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Funding Data
Fiduciary EDGE Advisors has never raised funding before.
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