Edward Petersmarck, Jr., WMS

Edward brings two decades of mentoring advisors and studying under top economic minds. Where many advisors talk about average returns, he works on what happens to a plan in the years that are not average: the early-retirement downturn, the tax year that pushes a household over a Medicare threshold, the withdrawal taken from the wrong account at the wrong time.

He holds the Wealth Management Specialist designation, and he is both an IRMAA Certified Planner and a Certified National Social Security Advisor, all FINRA-recognized. As a fiduciary, he is held to act in your best interest.

Edward writes the firm's essays on market risk, sequence of returns, and the mechanics of turning savings into income that lasts. Each one is meant to leave you understanding your own retirement risks better, whether or not you ever work with us.