Edgemont Advisors, LLC

Edgemont Advisors provides family wealth management services primarily to high‑net‑worth, often multi‑generational families and related family entities, generally targeting clients with net worth above $10 million. The firm conducts comprehensive reviews and internal valuations of a client's balance‑sheet assets and works with the client's attorneys, accountants and other advisors to develop integrated investment, tax and estate plans.

The firm is advisory‑only and does not exercise investment discretion or provide portfolio management for individual client accounts; clients retain final authority and select external investment managers and custodians. Edgemont focuses on analysis, recommendations, coordination and ongoing monitoring of third‑party managers, including periodic written reviews and valuation reporting, and may assist in identifying private investment opportunities that it can co‑invest in alongside clients.

Compared with many small independent advisers, the firm does not charge percentage‑of‑assets fees and states it accepts no commissions or third‑party compensation, a practice that is uncommon among peers. It also emphasizes a relationship‑intensive, limited‑client model with internal valuation work on non‑public assets and traces its approach to extensive single‑family office experience, distinguishing its family‑office style services from typical advisory practices.