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Mission:

To Better the Lives of Each Family We Partner With

Financial Planning, Investment Management and Insurance
for Busy Families with Complex Lives, Women and Successful Professionals

Discover How We Help Investors

Fiduciary Edge logo leaf

The Clients We Serve
Empower Our Passion for Planning

At Fiduciary EDGE Advisors, LLC we are committed to helping women at every stage in life- marriage, career advancement, divorce, loss of spouse and helping parents or other family members, high-achieving professionals who are so busy thriving at work they need a solid, reliable financial partner to help them monitor investments, goals, savings and plans for the future and busy families with complicated lives-- former business owners, homes in multiple states, a range of investments and financial planning for them and their families-- all with the aim of achieving a secure financial future. Located in Savannah, Georgia, we offer a full range of financial planning and wealth management services to clients locally and virtually across the country.

You want to feel confident that you are making smart decisions about your money with a plan to achieve and sustain the lifestyle you desire. Let Fiduciary EDGE Advisors LLC help you grow and protect your wealth, giving you confidence that your financial future is more secure.

multiple generations of women

Establishing Connections
With Those We Serve

We pride ourselves in our ability to offer a unique approach based on individual client needs and our long-lasting relationships with those we work with, which often span generations.

"The best way to find yourself is to lose yourself in the service of others."

— Mahatma Gandhi

Busy Families with Complex Lives

Life moves fast while you juggle multiple responsibilities and priorities, yet you have accumulated more than $3 Million in investment assets and have a need for attention to the details including trimming taxes, protecting assets, continuing to grow your nest egg without undue risk, planning for your family and the causes important to you. We confidentially work with you and your trusted tax and legal advisors to execute customized strategies. We will communicate and streamline business and personal financial matters to help you plan income, expenses, investments, insurance, estate plans that are coordinated and monitored by your trusted Fiduciary EDGE Advisors’ team. 

High-Performing Professionals

As a professional, you have distinct needs and goals - you’re busy succeeding and growing in your profession, yet often don’t dedicate the needed time to planning for yourself and thinking about what you’re really working toward. Together, we’ll create your financial goals, help tackle the task list and guide you along the path to reaching them. 

 

Women At Every Stage of Life

 

You are unique. Your financial strategy should reflect your personal goals and needs.  Your plan is an extension of your values, resources and obligations. Life is always changing and we are here to guide you along the way from starting a business, getting married, planning for a child with special needs, getting divorced, experiencing a loss, we’ll help you navigate this new territory more confidently.

We’re Committed to Delivering Unmatched Service

As a firm, we believe in providing solutions and recommendations that best serve our clients. This begins with establishing a mutual fit. Our goal is to develop a partnership that lasts for years to come, in order to properly address your long-term goals and needs.

See If Our Values Align