Edgemoor Investment Advisors

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Investment Advisory Service, Financial Planners, Financial Planning Consultants

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Today: 9:00 am - 5:30 pm

Tomorrow: 9:00 am - 5:30 pm

(301) 543-8881Call Visit WebsiteVisit Website Map & DirectionsDirections7250 Woodmont Ave Ste 315Bethesda, MD 20814 Write a ReviewWrite Review

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Hours

Regular Hours

Mon - Fri:	9:00 am - 5:30 pm

Edgemoor Investment Advisors

Tax Planning
We see ourselves as not only financial advisors but also as problem solvers for all financial needs. We assist our clients with everything from finding the best mortgage solution to evaluating their insurance coverage and setting up charitable giving accounts. We also can refer clients to expert professionals in the areas of tax planning, estate planning, and insurance. Whatever the need, we can help find the solution with objective, trustworthy guidance.

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More Info

Email

Extra Phones

Phone: (301) 654-1202

Location

Bethesda Row

Other Links

https://www.edgemoorinv.com/about

http://edgemoorinv.com

Categories

Investment Advisory Service, Financial Planners, Financial Planning Consultants, Investment Management, Investments, Mutual Funds, Stock & Bond Brokers

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Details

Phone: (301) 543-8881

Address: 7250 Woodmont Ave Ste 315, Bethesda, MD 20814

Website: https://www.edgemoorinv.com/about

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Edgemoor Investment Advisors

Tax Planning
We see ourselves as not only financial advisors but also as problem solvers for all financial needs. We assist our clients with everything from finding the best mortgage solution to evaluating their insurance coverage and setting up charitable giving accounts. We also can refer clients to expert professionals in the areas of tax planning, estate planning, and insurance. Whatever the need, we can help find the solution with objective, trustworthy guidance.
Charitable Giving
We consider investment management as just one aspect of the financial planning process, and we encourage our clients to work with us to develop a comprehensive financial plan. Financial planning is important at every stage of life – for younger clients building families and saving for college education, and for older clients planning for their retirement, estate, and charitable giving goals.
Tax Services

Investment Management
Our CFP® professionals provide comprehensive planning services to our investment management clients. We help our clients identify their financial goals, and then we evaluate their current financial position and project their future financial needs based on these goals and objectives.
Mutual Funds
Paul manages Edgemoor’s income strategy, heads its trading operations, and is a member of the Investment Selection Committee. Paul is also the firm’s Chief Compliance Officer and serves as co-manager of Edgemoor's equity mutual fund. Before joining Edgemoor in 2002, he practiced law for five years with the federal government. Paul serves as a Trustee of the Brookmont Community Church. He previously served as Treasurer of the Glen Echo Fire Department Foundation and Conduit Road Fire Board. He holds a JD, with Honors, from the Georgetown University Law Center and a BA in Government, with Honors and Distinction in All Subjects, from Cornell University, where he was elected to Phi Beta Kappa. Paul is also a CFA Charterholder.
Bonds
Wealth Management
Bryce supports Edgemoor’s investment research and trading activities. Prior to joining Edgemoor in 2022, Bryce was a Trade Support Analyst on the credit derivatives trading desk at Morgan Stanley, where he facilitated the business needs of various trading and sales groups to service their institutional clients. Bryce was previously a wealth management operations intern within the client reporting team at Morgan Stanley. Bryce graduated from Villanova University with both a bachelor’s and master’s degree in Communication and a minor in Economics.

Accounting Services

Financial Planning
To help you get started. We can also give you online access to our MoneyGuide Pro financial planning software so you can link your bank, brokerage, and retirement accounts automatically to our system.
Asset Management
The first step in developing a client’s investment portfolio is to choose the appropriate asset allocation, or the percentage of funds that are held in equities and the percentage held in income generating investments. Asset allocation is a fundamental decision in investing and affects both the total return that a portfolio is likely to achieve and the volatility of the portfolio. We work closely with each client to develop and implement a personalized asset allocation strategy based upon the client’s specific situation and investment goals. After establishing a portfolio, we regularly rebalance the holdings to maintain the appropriate allocation.

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