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Concierge Financial Services Designed to Fit Your Needs

Consider Us Your Lifelong Advocate

We are here to serve as your first point of contact for any financial-related matter, question or concern. Through a close and collaborative relationship with you, we seek to get to know you on a personal level, the values you esteem, and the goals you hope to accomplish. In this way, we are able to provide you with options and ongoing guidance based on an intimate understanding of what you need.



Addressing the Goals That Are Important to You

Providing for Future Generations

Protecting Your Wealth

Preparing for Retirement


Experience confidence that you’re on track to achieve your financial goals.

Get Started




Let’s Create Your Personal Business Plan

We develop a robust strategy that’s unique to your goals and incorporates all elements of your financial picture:

Tailored Investing

Charitable Giving Strategies

401(k) Plan Optimization

Protection Solutions

Retirement Planning

Estate Planning

Cash Flow Management



An Ongoing Dialogue to Maintain Your Financial Health

Over time, Southern Edge will be overseeing your wealth picture, updating you on your progress, and adjusting as necessary based on any life changes. The reason we take this proactive approach is because we understand the underlying stress that finances can cause. As a firm, our overarching goal is to help you live on your own terms without worrying about money. We believe wealth and life shouldn’t be a burden—but a blessing. Let us help you get there.

Explore Our Process



Let's Create Your Game Plan

Tailored to the ever-changing market, we help build a personalized business plan.

LEARN ABOUT OUR GAME PLAN



Your Legacy Starts Now

Because your legacy isn’t just what you leave behind but the imprint you make on those you love today. Let us help you devote more time to your loved ones and create a legacy that endures through the years to come.

Get in Touch Today