Ed McKelvey is a seasoned Personal Financial Advisor specializing in retirement, business, and insurance solutions. Since 2008, he has served his clients with values-based purpose, technical proficiency, and a fiduciary standard of care. Ed works with retirees, families, and business owners helping them plan for a secure financial future. In addition to his other certifications, Ed is a Chartered Retirement Planning Counselor®, a designation that makes him uniquely qualified to implement more effective financial planning strategies for his clients in Southern California, South Central Arizona, and throughout the United States.
When he is not serving his clients, Ed enjoys watersports, riding bikes, and hiking in the beautiful Sonoran Desert with his wife, daughters, and friends.
Your financial plan is about more than your investment portfolio, it’s about creating a sustainable plan for you to be financially efficient and positioned well for career and business success. I help my clients create a tailored plan that involves their overall financial health, goals, unique needs, and circumstances, to guide them towards financial freedom.
It is very important to me to help my clients understand risk in the context of investing. We do not want to be in the guessing game when it comes to risk. We calculate it using tech, help you understand it, and create a strategy to help you to reach your goals at a risk level that YOU are comfortable with.
One of the key components of a financial plan is tailored investment strategy. For my clients, Chief Investment Officer Rick Wedell builds tailored investment plans based on your needs. If you would like to learn more about Rick Wedell and our tailored investment platform, visit Bluemonte
Many of you are business owners with unique needs. My extensive experience in practice management and business planning allows me to help you create a plan to build efficiency in your business. My clients are faced with challenging decisions every day, and I help them navigate those challenges and arm them with the knowledge and planning they need to make the best decisions for themselves and those who rely on them.
We all know things happen. Being prepared for unforeseen circumstances is paramount in building a plan that is nimble, effective, and most of all reliable. By helping my clients to be prepared, they can live knowing that their financial plan is built to withstand a storm.
Planning for retirement is an important part of your overall financial plan, as the decisions you make today will directly affect your life tomorrow. My duty as a fiduciary is put your interests first, and that starts by building a plan for the future. I can assist 401(k)s, 403(b)s, and non-qualified deferred compensation plans and their participants in making thoughtful decisions about their investment manager selection and plan design.
Access real-time statements and customized reports related to your financial plan. You can also organize and store documents that are important to your financial life, which may include a Trust or a Durable Power of Attorney, for example. This tool gives busy clients the peace of mind to know that everything they need is in one centralized location that you can access any time of day or night.
See First Hand Our Client Portal ExperienceYour legacy is important. Having a plan to take care of those you love after you are gone is paramount. From charitable giving, to trust creation and business succession, I guide my clients through these tough questions so they can live fully knowing their families and loved ones will be taken care of when you are gone.
1400 Urban Center Drive, Suite 475
Vestavia Hills, AL 35242
Phone: (623) 201-8467 Text: (760) 239-5877 Email: emckelvey@rfgadvisory.com
Operations Associate
Transition Specialist
As an independent advisor, we are empowered to serve our clients in-line with our values and our vision. So we’ve partnered with RFG, an innovative turnkey platform engineered specifically to support independent financial advisors like us. RFG handles much of the critical behind-the-scenes support required to run our successful business so that we can spend our time doing what we love — serving you, our clients. For more information about RFG Advisory’s awards and criteria, please visit https://rfgadvisory.com/awards-criteria.
