With 25 years of experience, Karey Edwards is enthusiastic about educating her clients and helping them connect money to meaning. Her favorite question to answer is, “When can I retire?” Sharing the message with clients that their retirement is secure and continuing to work is an option, not a necessity, is fulfilling.

She works with many corporate executives whose fast-paced lives leave little time to focus on maximizing their earnings and benefits. She strives to anticipate their concerns and provide the analysis needed to make successful choices. Her attention to detail and thoroughness provide them with a sense of relief.

Karey’s investment philosophy centers on creating a portfolio allocation that meets specific goals with the least amount of risk. Her innate curiosity allows her to take a comprehensive approach to a client’s financial picture and dive deep to find the right solutions. Her clients know she’s always available to them, and she believes in collaboration and open communication.

Karey is a CERTIFIED FINANCIAL PLANNER™️ (CFP®️) professional. She has a B.A. in Business Administration with a concentration in Marketing from the University of Mount Union in Alliance, Ohio. She calls Perry, Ohio home, where she lives with her husband and daughter. She enjoys performing arts and being an Irish dance mom.