Let us custom tailor an investment plan specifically for your needs. Sit down with us and we can help you determine your investment needs. Whether you’re just beginning your retirement path, have a well established plan in need of a review for possible improvements, or are looking to maximize income for retirement; we have the edge to accommodate you.
the blue ridge edge
Investments
Medicare should empower your retirement — not complicate it. Our specialists provide clear, personalized guidance to help you select the plan that fits your lifestyle, health needs, and long-term goals
Medicare, Made Clear and Confident
MEDICARE
Retirement plans are one of the most powerful tools for attracting talent, strengthening retention, and supporting long-term financial wellness within your organization.
We specialize in designing and managing large-scale employer retirement plans.
Strategic Retirement Solutions for Forward-Thinking Employers
Employer plans
Explore our services
We build customized investment strategies designed to grow, protect, and optimize your wealth at every stage of life.
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Our partnerships with elite portfolio managers and platforms give you access to sophisticated, institution-level investment solutions.
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We actively monitor your portfolio and make data-driven adjustments to keep your strategy aligned with market conditions and your long-term goals.
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We integrate tax-efficient planning, risk management, and diversified asset allocation to help maximize performance while minimizing unnecessary exposure.
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Through our relationship with Hazard & Siegel Advisory Services, we are able to partner with such companies as Orion Portfolio Solutions, Mariner Wealth Advisors, AssetMark, and the award-winning Clark Capital Management Group, we provide clients with informed guidance, active oversight, and access to elite portfolio management resources.
Our platform delivers:
Custom advisory solutions
Professional portfolio management
Transparent reporting and performance tracking
Tax-efficient strategies
Sophisticated investment modeling
Your portfolio evolves with the markets — and your goals.
Mutual funds offer a powerful foundation for diversification and long-term performance. We work with leading fund families to curate investment selections aligned with your risk tolerance, timeline, and wealth goals.
As retirement nears, predictability matters.
We offer a broad range of annuity options — fixed, indexed, and variable — from top-rated carriers to help provide:
Guaranteed lifetime income
Downside protection
Tax-deferred growth
Legacy and survivor benefits
Used strategically, annuities can create stability in the most important phase of your financial life: your retirement years.
