Edward | Financial Planner | Integrated Financial Management

Edward Lewis

Certifications: Series 7 (General Securities Representative), Series 6 (Investment Company and Variable Contracts), Series 63 (Uniform Securities Agent State Law), Series 65 (Uniform Investment Advisor Law), Series 24 (General Securities Principal), Enrolled Agent, Life, Health, and Accident Insurance
edlewis@ifm-pgh.com

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