Dan Edwards Investment Advisory Services, LLC

Dan Edwards Investment Advisory Services, LLC is a registered investment advisory firm based in Corte Madera, California, led by founder Dan Edwards. The firm specializes in helping clients build and manage investment portfolios with a primary focus on achieving a comfortable retirement income. Services include personalized asset allocation, diversification across cash, bonds, and stocks, and periodic portfolio rebalancing. Dan Edwards primarily invests client assets in low-cost mutual funds, utilizing Vanguard as the custodian and brokerage platform. The firm tailors its strategies to individual risk tolerance and investment goals, offering both discretionary management through agent authorization and non-discretionary recommendations. In addition to portfolio management, the firm offers consultation services for specific investment or financial questions.