Edgewater Pro Sports Financial

The firm serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and other business entities, reporting about 741 client relationships supported by two advisors and managing roughly $225 million on a discretionary basis. It provides both comprehensive, fee-based financial planning and discretionary portfolio management, coordinating implementation with clients’ other professionals.

The firm uses a structured five‑phase “Life Planning” process that begins with a day- or half-day retreat, detailed information gathering, and goal-setting across short-, intermediate-, and long-term horizons, then delivers written recommendations and an implementation blueprint. For investments it emphasizes fundamental analysis and employs long-term, short-term and trading strategies under discretionary authority, with at least annual account reviews.

Distinctive aspects include that a firm member is also licensed as a registered representative of a FINRA broker‑dealer and acts as an independent insurance agent, which allows the firm to offer brokered securities and insurance products while creating potential conflicts because commissions are received separately from advisory fees. The firm’s client-to-advisor ratio is unusually high compared with peers, and it explicitly emphasizes philanthropic techniques and multi-year implementation oversight as a “financial architect” for complex family and business planning.