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

Expert Help
Proven Results
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.

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
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1200+ happy users review

Data
Complete Annual Reviews
70%
Goals hit
90%
Referrals
65%

Our Services

Reliability in Accuracy

Comprehensive Services To Empower Your Future

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Answer a Few Questions

Comprehensive Fiduciary Expertise

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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

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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

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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.
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Testimonial

Hear From Those Who We Worked With

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Awesome Service

"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. Gil's availability and expertise have been invaluable providing prompt assistance whenever needed."
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Highly Professional.

"Working with Edify Financial Consulting Group, along with Gil have helped me in meeting my goals we were able to set up income needs, insurance, long term health care, and making the journey that protects my family."
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A Seamless Experience!

"Gil and his team have offered sound advice over the years, focusing on our individual needs and future plans. They have steered us from unnecessary risk and are available anytime, even on immediate notice to help with anything. We could not be more pleased with 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."

Dr. Jonathan Gottlieb

Minimally Invasive
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Carmen Onde

Co-Owner, AH Sales
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Dr. Usman Ahmad

Advanced Sports and Spine
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Kent Martindale

Owner, Spartan Cleaners
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Structured Settlements

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Business planning

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P&C

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Strategic planning

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Trustee Work

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Business planning

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Group Benefits

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Strategic planning

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Audit assurance

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Business planning

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Financial projections

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Our Team

Meet our Planners

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