Edgemoor Investment Advisors
About the Business
Edgemoor Investment Advisors, located at 7250 Woodmont Avenue in Bethesda, Maryland, is a finance institution that has been recognized by CNBC as one of the top 100 firms in their FA 100 List. Specializing in wealth management, they offer investment management and financial planning services to a variety of clients, including individuals, families, trusts, retirement plans, non-profit organizations, and foundations.
The team at Edgemoor focuses on long-term capital appreciation, preservation of capital, and income generation through the disciplined management of client portfolios. They take an active approach to selecting individual equity and income securities, diversifying across sectors and market capitalizations to meet each client's specific investment needs and objectives.
In addition to their investment management services, Edgemoor's CFP® professionals provide comprehensive financial planning to help clients identify their goals, evaluate their current financial position, and project future financial needs based on those goals. As an independent investment adviser registered under the Investment Advisers Act of 1940, Edgemoor is committed to providing transparent information about their investment strategies, fees, and objectives.
For more information about Edgemoor Investment Advisors, including their ADV Part 2 disclosure document, interested parties can contact them at (301) 543-8881 or email info@edgemoorinv.com.
Photos
Location & Phone number
7250 Woodmont Ave # 315, Bethesda, MD 20814, United States
Hours open
Monday:
9:00 AM - 5:30 PM
Tuesday:
9:00 AM - 5:30 PM
Wednesday:
9:00 AM - 5:30 PM
Thursday:
9:00 AM - 5:30 PM
Friday:
9:00 AM - 5:30 PM
Saturday:
Closed
Sunday:
Closed
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