About Us

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.
Who we are

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.

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1200+ happy users review

Our achievements

Our Process.

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Step

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                               Descriptipion
(001)

Discover Your Goals

We begin by understanding your unique needs and aspirations.
- Conduct in-depth client consultations
- Identify financial and business objectives
- Assess risk tolerance and preferences
(002)

Design Tailored Solutions

Our team crafts personalized strategies with fiduciary care.
- Develop customized plans with CPA, lawyer input
- Integrate group benefits, trusts, insurance
- Align with multigenerational goals
(003)

Implement with Precision

We execute your plan with seamless coordination.
- Deploy structured settlements, P&C insurance
- Manage trustee services, asset protection
- Leverage professional network expertise
(004)

Monitor and Adapt

We provide ongoing support to ensure long-term success.
- Conduct regular reviews, updates
- Offer 24/7 proactive client support
- Deliver personalized education seminars
(005)

Optimize for Growth

We refine strategies to maximize wealth and legacy.
- Adjust plans for market, life changes
- Enhance tax efficiency with CPA guidance
- Support business growth, succession planning
our Team

Meet our team of experts

Our Team of experts are here to help you reach your goals.

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Team
Gil Fernandez
Co-Founder
Team
Shalom Madovski
Co-Founder
Team
Cherise Adgar
Executive Assistant
Team
Reed Willett
Expert