EDGE Investment Solutions is an Iowa-based financial services firm that helps individuals and families plan for their financial futures and protect their assets. With offices in Cedar Rapids, West Des Moines, and Davenport, the firm also serves businesses with financial planning, wealth management, investment services, and retirement solutions.

EDGE offers wealth management, financial, retirement, estate, and tax planning. Its advisors develop tailored strategies based on each client’s circumstances, goals, and values, with guidance intended to support long-term financial decisions and address potential risks. The firm’s process begins with a discovery meeting, followed by game planning or retirement analysis, a customized recommendation, and support in putting the plan into action.

EDGE describes its advice as customized and independent, emphasizing transparency, objectivity, integrity, and professional service. The company also provides educational articles and monthly webinars, along with resources for clients through its Client Center. Securities and advisory services are offered through LPL Financial, a registered investment advisor and member of FINRA and SIPC.