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Hours:
M-F - 9am to 5pm
Ed founded ClientFirst in 2007 as a fee-only fiduciary practice. Before founding the firm, he managed fixed-income portfolios for commercial banks and charitable foundations. That is where the firm's fixed-income discipline comes from: individual bonds, credit reviewed one at a time, maturities matched to when the money is needed. Ed has advised clients through three market crises (1987, 2000 to 2002, and 2008) and has spent more than thirty years on the problem the firm now specializes in: the five years on either side of a retirement date.
Our mission is to understand our clients' needs, wants, and long-term goals. We want to help develop, implement, and monitor a strategy that is designed to address our clients' individual situations.
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