Edgemoor Investment Advisors, Inc. is a reputable wealth management firm based in Bethesda, MD, offering investment management and financial planning services to a diverse range of clients, including individuals, families, trusts, retirement plans, non-profit organizations, and foundations. With a focus on long-term capital appreciation, preservation of capital, and income generation, Edgemoor employs a disciplined approach to portfolio management, utilizing primarily individual equity and income securities to construct personalized investment portfolios that meet each client's specific needs and objectives.
As an independent investment adviser registered under the Investment Advisers Act of 1940, Edgemoor operates with transparency and professionalism, ensuring that clients' financial goals are identified and evaluated through comprehensive planning services provided by their team of Certified Financial Planner professionals. With a commitment to delivering quality services and tailored solutions, Edgemoor Investment Advisors strives to help clients achieve their financial aspirations while adhering to the highest standards of integrity and expertise.
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