About Us
Meet Edge’s Registered Investment Advisors Ed Meek, CFP, and James Alexander, CFP, our Defined Benefit Plan experts.
Ed and James understand what it means to pour your life into your small business or practice. You saved as much as you could. But with retirement within reach, now you want to double down and invest more.
That’s what the Defined Benefit Plan is for.
Ed and James are passionate about helping people harness the power of a Defined Benefit Plan to accelerate your retirement savings at this critical point in your life.
About Us
Meet Edge’s Registered investment advisors Ed Meek, CFP, and James Alexander, CFP, experts in Defined Benefit Plans.
Ed and James understand what it means to pour your life into your small business or practice. You saved as much as you could. But with retirement within reach, now you want to double down and invest more. That’s what the Defined Benefit Plan is for.
Ed and James are passionate about helping people harness the power of a Defined Benefit Plan to accelerate your retirement savings at this critical point in your life.
Ed Meek CFP®
Founder • Chief Executive Officer
[email protected]
In 2005, Ed founded Edge Financial Advisors with the goal of providing all of his clients a more comprehensive financial planning and investment management experience than what they had received previously. Since then, Ed has been able to spend a lot more time with a select group of clients in order to fully assist them in achieving their financial goals, this includes structuring Defined Benefit Plans for high-income earners.
Prior to founding Edge, Ed helped launch the Private Access Group at Fidelity Investments, where he was a Senior Account Executive & Vice President. In this position, he provided financial planning, investment management, and retirement planning solutions for all of his clients. With 25+ years of experience as a CERTIFIED FINANCIAL PLANNER™ and investment advisor and one of Edge's Defined Benefit Plan experts, Ed oversees all aspects of the financial planning and investment process for his clients at Edge Financial Advisors.
Ed graduated from Loyola University in Chicago with a Bachelor of Business Administration. He lives in Wheaton, IL with his wife and their three children.
James Alexander
Financial Advisor
[email protected]
James joined Edge in 2019 to pursue his passion of helping his clients meet their financial goals. As a wealth advisor and one of Edge's Defined Benefit Plan experts, James provides customized investment management and complex financial planning to families and individuals. Defined Benefit Plans are his specialty.
James has been working in the financial services industry since 2009. Prior to joining Edge, James worked in several roles within TD Ameritrade and Scottrade. Most recently, he held a branch manager position at TD Ameritrade, where he provided advisory services to clients and managed junior staff.
James holds degrees in Finance and Mathematics from Loyola University in Chicago. He lives in Naperville, IL with his wife and son.
Ed Meek CFP®
Founder • Chief Executive Officer
[email protected]
In 2005, Ed founded Edge Financial Advisors with the goal of providing all of his clients a more comprehensive financial planning and investment management experience than what they had received previously. Since then, Ed has been able to spend a lot more time with a select group of clients in order to fully assist them in achieving their financial goals, this includes structuring Defined Benefit Plans for high-income earners.
Prior to founding Edge, Ed helped launch the Private Access Group at Fidelity Investments, where he was a Senior Account Executive & Vice President. In this position, he provided financial planning, investment management, and retirement planning solutions for all of his clients. With 25+ years of experience as a CERTIFIED FINANCIAL PLANNER™ and investment advisor, Ed oversees all aspects of the financial planning and investment process for his clients at Edge Financial Advisors.
Ed graduated from Loyola University in Chicago with a Bachelor of Business Administration. He lives in Wheaton, IL with his wife and their three children.
James Alexander
Financial Advisor
[email protected]
James joined Edge in 2019 to pursue his passion of helping his clients meet their financial goals. As a wealth advisor, James provides customized investment management and complex financial planning to families and individuals. Defined Benefit Plans are his specialty.
James has been working in the financial services industry since 2009. Prior to joining Edge, James worked in several roles within TD Ameritrade and Scottrade. Most recently, he held a branch manager position at TD Ameritrade, where he provided advisory services to clients and managed junior staff.
James holds degrees in Finance and Mathematics from Loyola University in Chicago. He lives in Naperville, IL with his wife and son.
Contact Us
Wheaton
- Email:
[email protected] - Phone:
(630) 221-1000 - Fax:
(630) 396-9000 - Office Address:
111 W. Wesley Street, Suite 1
Wheaton, IL 60187
St. Cloud
- Email:
[email protected] - Phone:
(320) 828-7979 - Fax:
(630) 396-9000 - Office Address:
501 W. St. Germain Street, Suite 303
St. Cloud, MN 56301
