your blueprint for a 
confident retirement.

Edify Retirement is an independent, locally-owned and operated financial advisory firm specializing in retirement planning and education.

We don’t just build plans— we build understanding.

Why EDIFY?

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    UNBIASED ADVICE:

    No sales quotas. No product pushes. As independent advisors, we aren’t tied to proprietary products, which means recommendations are made according to your best interest— not someone else’s bottom line. Learn more about the Edify difference.

  • ✽

    LOCAL ROOTS, LIFELONG RELATIONSHIPS:

    We’re not a corporate branch; we’re an independent firm owned and operated by advisors who live right here in the Tri-State area. Decisions are made locally, not handed down from a national office. At Edify, you’re more than a file— you’re a neighbor.

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    EDUCATION-FOCUSED:

    We believe pre-retirees are lifelong learners. We won’t just design your plan— we’ll teach you how it works. When you understand the “why,” you’re more confident in the “how.” Check out our free resources to get started.

  • ✽

    PERSONALIZED PLANNING:

    As independent advisors, we take the time to get to know you— your goals, your family, your lifestyle, and your values— for a customized experience. Book a free consultation and experience the Edify difference.

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    FIDUCIARY DUTY:

    We operate under a fiduciary standard, which means we are legally and ethically bound to put your interest first.

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    TRANSPARENT FEES:

    Clear, upfront pricing— we are fee-based— means no hidden costs or confusing pricing structures. With Edify, you’ll know exactly what you’re paying for. Learn more about our services.

From here.

for you.

Our advisors live, work, and raise our families right here in the Tri-State area. That local connection means we understand what matters most to our clients because it matters to us, too. When you work with Edify advisors, you’re not just getting a retirement plan— you’re gaining a neighbor who’s here for the long haul.

Build smarter. Retire stronger. Start learning today.

A strong retirement is built on more than numbers— it’s built on knowledge. At Edify, we believe an informed client is an empowered client. That’s why we’ve created free, easy-to-digest resources to help you think like an expert and plan with purpose. Our free e-learning resources are a great place to start.

learn with edify.

learn with edify.

Real People. Real Peace of mind.

  • “As a business owner, my financial situation is more complex than most. Justin understood exactly what I needed. He helped me set up the right financial plan for me and my business.”

    -Paul R.

  • “Justin is here to help everyday investors as well as high-net-worth clients. He is very personable and makes everything easy to understand.”

    -Sandy M.

  • “I wasn’t sure which retirement accounts to fund first or how to prioritize [my children's] college savings alongside them. Justin created a clear strategy showing me exactly which accounts to max out and in what order for maximum tax benefits."

    -Brian A.

Ready to Build Your future?

Ready to Build Your future?

Whether you’re just starting to think seriously about retirement or you’re only a few years from retiring, you’re not alone— and you don’t have to figure it all out yourself. We offer a variety of targeted conversations tailored to your unique needs.

Pick a time that works for you, and let’s have a conversation about the future you’ve been working so hard to build.