Master Your Financial Future
Our Services
Hourly Fee Planning
$250 per hour
Ideal for hands-on investors seeking structured annual or semi-annual check-ins to stay aligned with their financial goals. We work collaboratively to develop sophisticated investment strategies that preserve and grow your wealth, adapting to market conditions while staying tailored to your unique objectives
Full Financial Plan
Annual fee based on AUM
At Edgemoor Wealth Management, we believe financial planning is a collaborative journey—not just a one-time transaction. Together, we’ll review your full financial picture, prioritize your goals, explore and implement strategies to keep you on track. Our professional guidance and tailored solutions are designed to help you achieve a worry-free retirement, ensuring long-term financial stability and peace of mind
401(k) Custom Asset Allocation
Flat Fee $250 or Fee Based on AUM
Comprehensive guidance on employer-sponsored retirement plans, ensuring a well-rounded portfolio allocation strategy designed to optimize financial outcomes and align with your long-term goals. We help determine a contribution amount that balances financial security with present-day needs, while projecting future income scenarios to ensure a sustainable and rewarding retirement path