West Allis-based Edge Advisors LLC has opened an office in Appleton and has also added a registered investment advisory arm.
The accounting and consulting company focuses on the dental and health care industries. The Appleton office will initially include three employees, and Marshall Watry, CPA, will lead the office.
Edge Wealth Advisors, the new RIA affiliate, offers individual wealth management and retirement plan services for businesses. It is based in West Allis and managed by Rob Joyce, who has more than 10 years of trading, investment and wealth management experience, a master’s in economics and a Series 65 certification from FINRA.
Edge, which was founded in 2012, has 18 employees and $1.3 million in revenues. It has also recently added marketing and brand development as client services.
“Our new Appleton office and Edge Wealth affiliate business (are) part of a plan to continue to expand the range of services we offer clients and increase our on the ground geographic reach,” said Mike Bark, CPA, CVA, MST, Edge Advisors co-founder and principal. “Through acquisitions and organic growth, we’ll continue to add new client capabilities, employees and locations in 2015.”