Edward Fulbright (CPA/PFS)

Edward Fulbright focuses in the
following client markets or areas of practice:

  • Business Owners
  • Investment Advice with Ongoing Management
  • Middle Income Client Needs
  • Tax Planning

Planning Specialties

Comprehensive holistic financial planning with an emphasis on tax planning. We set goals and address the areas of tax, education, business, retirement, risk management, estate, investment planning & management, Quicken, recordkeeping and any special needs. These areas are integrated into a comprehensive plan that is reviewed and updated annually. The plan evolves over a series of client meetings, and education and client input are emphasized.

Additional Information

Ed takes you to the next level by challenging you to discover what you really want your life and money to stand for, helping you to understand “how much is enough,” to achieve your goals and align your investments appropriately. Ed helps you develop a plan that reflects who you truly are to obtain the peace of you mind you want and deserve.

NAPFA Start Date

April 17, 2000