Edgestone Partners

At Edgestone Partners, we bring a fresh approach to managing your financial goals, allowing you to focus on your full and active lives. With over 32 years of financial planning experience, our team of highly experienced financial professionals combines innovative and customized financial planning strategies to help individuals, families, and business owners build, preserve, and manage wealth.

Our Vision

Our vision is to provide solid advice and cutting-edge solutions that cater to the unique needs of our clients. We believe that everyone deserves a personalized approach to their financial planning, and that's why we take the time to understand our clients' goals, priorities, and concerns. Our comprehensive approach involves determining our clients' goals and priorities, gathering facts and information, analyzing data, providing recommendations and solutions, implementing a plan, and reviewing and monitoring progress regularly.

Our Services

We offer a wide range of financial services, including retirement planning, asset management, risk management, estate planning, education funding, and business planning. Our team of experts will work closely with you to create a tailored financial plan that addresses your specific needs and concerns. Whether you're just starting out or in a more advanced stage of your planning process, our goal is to provide you with the guidance and support you need to achieve financial freedom.

Our Commitment

At Edgestone Partners, we are committed to providing our clients with exceptional service and personalized attention. We believe that every individual has a unique story and set of circumstances, and that's why we take the time to listen and understand our clients' goals and priorities. Our team of experts is dedicated to providing solid advice and cutting-edge solutions that cater to the needs of our clients.

Our Team

Our team is led by Dave Kraemer, a seasoned financial professional with over 32 years of experience in the industry. Dave has a reputation for providing exceptional service and personalized attention to his clients. He is supported by a team of highly experienced financial professionals, including Jonathan Veale and Richard De Luca of De Luca Veale Investment Counsel.