Edgeworth Capital Group

To achieve your financial goals and preserve your assets — today and tomorrow, it’s important to prepare for the unexpected. In our practice, we use our exclusive Confident Retirement® approach to recommend balanced and personalized asset and risk management strategies. Whether health, life, disability, income or long-term care insurance, we suggest solutions and coverage levels to suit you and your needs. Whatever life sends your way, you’ll feel better knowing you are protecting yourself and your loved ones.


Advisors

Douglas H Smith

Douglas H Smith

CFP®, APMA®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Visit Douglas H Smith's website
Randal Sipkema

Randal Sipkema

Financial Advisor

Visit Randal Sipkema's website
Jeff D Bercaw

Jeff D Bercaw

AAMS®

Financial Advisor

Visit Jeff D Bercaw's website

Team

R.J. Webb

R.J. Webb

Associate Financial Advisor,

Investment Manager
Bradley D. Ross

Bradley D. Ross

Associate Financial Advisor

Frances Goins

Frances Goins

Marketing Specialist,

Financial Planning Assistant
Tayler Coldiron

Tayler Coldiron

Client Concierge