Edify Group

The Next Chapter.

Whether you’re looking to save for retirement, invest in the stock market,or plan for your child’s education, we’ve got you covered.

Schedule Meeting

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Expert Help

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Proven Results

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Ongoing Support

Finance

Made Simple.

Whether you’re looking to save for retirement, invest in the stock market,or plan for your child’s education, we’ve got you covered.

Schedule Meeting



Expert Help



Proven Results



Ongoing Support

Who We Are

Our vision

Edify envisions empowering clients with holistic, fiduciary-driven solutions for lasting financial security.

Discover More

Trusted Expertise Since 1998

Edify extends its fiduciary commitment beyond financial planning, delivering specialized services in Group Benefits, Structured Settlements, Trustee Work, and Property & Casualty Insurance.

With a client-first approach and a network of expert partners, we provide tailored solutions to meet your unique needs, ensuring peace of mind and long-term security.

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Years of experience

1200+ happy users review

Data

Complete Annual Reviews

70%

Goals hit

90%

Referrals

65%

Our Services

Group Benefits

Edify’s Group Benefits service provides customized, compliant employee benefit plans with expert administration, education, and professional support to drive workforce satisfaction.

Structured Settlements

Edify’s Structured Settlements service delivers tailored, tax-efficient plans with expert administration and professional support for lasting financial security.

Trustee Work

Edify’s Trustee Work service offers expert, compliant trust management with professional collaboration and beneficiary-focused support for lasting trust success.

Property & Casualty

Edify’s Property and Casualty Insurance service delivers tailored, compliant coverage with expert support and education to safeguard your assets.

Professional Planning

You are About to Leave EdifyGroup.org and Enter Edifyfcg.com

Reliability in Accuracy

Comprehensive Services To Empower Your Future

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Answer a Few Questions

Comprehensive Fiduciary Expertise

We deliver trusted solutions since 1998, empowering clients with tailored fiduciary services.

Holistic group benefits and structured settlements.

Collaborative network of professional partners.

Expert trustee work and P&C insurance.

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Answer a Few Questions

Transforming Wealth Goals

We transform your goals into personalized fiduciary solutions for lasting security.

Customized estate and business succession planning.

Proactive support for multigenerational wealth.

Tax-efficient strategies with CPA expertise.

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Grow Your Wealth

Client-Centric Solutions

Our client-first approach ensures seamless, compliant services for your unique needs.

Personalized education and 24/7 support.

Boutique-like care with robust resources.

Integrated legal and financial expertise.

Testimonial

Hear From Those Who We Worked With

Awesome Service

"Gil took the time to walk me through the planning process of achieving my financial goals. He also helped me better understand the importance of acquiring long term care and explained the best available options for me. I am very thankful for the professional advice which in turn has provided me with peace of mind."

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Highly Professional.

"Gil has been an exceptional financial planner for my small business and personal finances. He helped set up employee benefits like health insurance and 401k accounts, while also guiding me through retirement planning and establishing a trust."

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A Seamless Experience!

"Gil and his team have been quite helpful in moving us towards our goals of financial education and estate
planning. He has helped us accomplish our living will and testament already, and game plan towards debt freedom and plan for future events such as vacations and investment planning. i look forward to our continued partnership on this
journey for me and my family. thanks Gil."

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Professional services.

"Gil and his team are amazing. Over the years, Gil has helped my family in so many ways. Because of is unwavering efforts, we now have Florida Pre-paid for our children's education, life insurance, and a Living Trust. This is one of the best decisions we've ever made."

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Wale Akinwande

Client

Carmen Onde

CLIENT

Connie Petrella

Cleint

David Price

Client

Structured Settlements

Business planning

P&C

Strategic planning

Trustee Work

Business planning

Group Benefits

Strategic planning

Audit assurance

Business planning

Financial projections

Our Team

Meet our Planners

Stay organized and focused on growth while we manage your daily financial records with precision and care

View All Team

Gil Fernandez

Co-Founder

Shalom Madovski

Co-Founder

Edify Group

The Next Chapter.

Finance

Made Simple.

Our vision

Trusted Expertise Since 1998

5

0

1

2

3

4

5

6

7

2

5

1

2

3

4

5

6

7

8

5

+

1200+ happy users review

Our Services

Group Benefits

Structured Settlements

Trustee Work

Property & Casualty

Professional Planning

Comprehensive Services To Empower Your Future

01

Comprehensive Fiduciary Expertise

02

Transforming Wealth Goals

03

Client-Centric Solutions

Hear From Those Who We Worked With

Awesome Service

Highly Professional.

A Seamless Experience!

Professional services.

Wale Akinwande

Carmen Onde

Connie Petrella

David Price

Structured Settlements

Business planning

P&C

Strategic planning

Trustee Work

Business planning

Group Benefits

Strategic planning

Audit assurance

Business planning

Financial projections

Meet our Planners

FAQ.