Edge Capital Group LLC, based in Lexington, KY, specializes in investment management, wealth strategy, and family office services. As a fiduciary-first wealth management firm, Edge prioritizes its clients' needs, focusing on aligning their higher purpose with their family, legacy, institution, and philanthropy missions. Each client is matched with an advisory team tailored to address the complexities of their financial landscape, delivering customized solutions with integrity and accountability.
At Edge, the emphasis is on providing continuity across every aspect of a client's financial profile for future generations. The firm's approach stands out through accolades like Top Women Wealth Advisors and Best-In-State recognitions, reflecting a commitment to excellence and client-centric service. With a mission centered on achieving clients' goals, Edge Capital Group offers unbundled advice, personal advisory council teams, and a strong focus on long-term continuity.
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