For more than 20 years, Ed has helped clients pursue their goals and passions in life through thoughtful financial planning. A Chartered Retirement Planning CounselorSM, he maintains a long-term perspective on investing as he helps clients navigate the ever-evolving markets up to and through retirement. His approach to doing business has gained recognition; in 2021, he was named to the Forbes* Best-In-State Wealth Advisors list.
Since 2012, he has helped lead Birch Run Financial as one of its managing partners and founders, drawing on the example of integrity his own father set as an independent business owner. After discovering his talent for finance, he earned a bachelor’s degree in economics from Ursinus College in Collegeville, Pennsylvania, and began his career in the capital markets division of Morgan Stanley in 2001. Through the years, he has developed specialties in retirement income planning, employer-sponsored retirement plans, tax planning, retirement cash flow planning and asset management.
He lives in Newtown Square, Pennsylvania, with his wife, Rachel, and their two daughters, Avery and Elena. In his free time, you’ll often find Ed surf fishing in the early morning hours.
*The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years’ experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Out of approximately 32,725 nominations received, based on thresholds, more than 5,000 advisors received the award. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receives a fee in exchange for rankings. This ranking is not indicative of an advisor’s future performance, is not an endorsement, and may not be representative of an individual client’s experience. Neither Raymond James nor any of its financial advisors or RIA firms pay a fee in exchange for this award/rating. Raymond James is not affiliated with Forbes or SHOOK Research, LLC. For more information: SHOOKresearch.com.