Edward Lewis
For over 32 years, Ed has been helping his clients navigate financial roadmaps through implementing financial plans based on each individual’s risk tolerance, goals, and needs.
Ed earned his bachelor’s degree in Business Administration from Duquesne University. He previously worked at the IRS before starting Integrated Financial Management, Inc. in 1994.
In his free time Ed enjoys skiing and spending time with his family. He currently still resides in the south hills of Pittsburgh, Pa with his family.
Here’s what makes Ed different
Portfolios at IFM are designed to consistently align with your tolerance for risk
- Strategies that are implemented for your goals can be ever changing
My time is always available to you
- Stock market volatility is normal and can raise investor concern. You will always have the luxury of picking up the phone and giving me a call
At the core of my business lies a teacher within me.
- It is my duty to make sure you comprehend what you own, why you own it, and the part it plays in your overall financial objectives
I am a Fiduciary
- For Advisory Business/Clients only I have the legal responsibility to put your best interest above mine. This is not something we take lightly nor does the law.
Ease of operations.
- I utilize Emoney software that allows you to check on your portfolio 24/7.
Easy to understand Fee structure
- Please see our current form CRS (Client Relationship Summary) to understand how we are compensated.
Cole Lewis
Prior to joining IFM, Cole worked in the IT Consulting industry as an Integrations Analyst. Coding Workday integrations with his team at Avaap had served great experience but was not the career path he was passionate about. His transition into the financial services industry started in October of 2021.
Cole graduated in 2020 with a BS/BA in Management Information Systems from the University of Dayton. He also enjoys outdoor activities with his father Ed such as skiing and resides in the South Hills of Pittsburgh.
