Edify Financial Planning

Waukesha, United States

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Description

Specialties

Financial Planning, Investment Planning, Portfolio Management, Holistic Planning

History

Established in 2015.

Edify provides fee only financial planning to young individuals and famlies

Meet the Business Owner

Brandon M.

Business Owner

Brandon Marcott, financial planner and founder of Edify Financial Planning, is passionate about serving young individuals and families who desire to do more with their money. He specializes in helping others align their finances with what they value most so they may achieve truly abundant living.