Committed to Your Financial Success
We are a team of dedicated financial experts working to secure your future through strategic planning and personalized advice.
Our Mission & Vision
At PlanEdge, our mission is simple: to empower individuals and businesses to achieve financial freedom. We believe that with the right guidance, anyone can build a secure and prosperous future. Our approach is rooted in transparency, integrity, and a deep understanding of market dynamics.
15K+
Happy Clients
$2B+
Assets Managed
Meet the Experts
Ethan Mitchell
Chief Financial Officer
James Carter
CEO & Founder
Olivia Bennett
VP of Product
Jack Scott
Risk Assessment Analyst