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A LETTER FROM OUR FOUNDER

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"Since I was a teenager, I’ve known what my calling is – to help people take charge of their finances and feel confident that their decisions are setting them up for success. Growing up, I saw some people who were close to me make good financial decisions, and I saw others make bad ones, and I decided early on that I wanted to be a part of the first group. I was determined to make sure my family was taken care of and we could enjoy life together no matter what challenges or opportunities came our way. Seeing the difference that good decisions could make stirred a passion in me that is even stronger now, and that’s what drives me every day.

For more than a decade, I’ve been helping physicians, business owners, successful professionals, and retirees optimize their wealth and manage it wisely. My goal is to give them the information and resources they need to simplify their finances and make the best decisions for themselves and their families. I care a lot about my clients, and I’m committed to being their trusted partner and offering straightforward guidance so they can enjoy life with financial peace of mind and clarity.

I come alongside my clients to empower them with my resources, years of experience, and extensive education to simplify the complex and help them make the best possible decisions for themselves and their families. No matter where you’re at in life or how much planning you have or haven’t done, I’ll be here to guide you through your opportunities and challenges and help you pave a path forward that you can be confident in.."

— Isaiah

Disclosure

Isaiah Edison is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of AR (AR Insurance License #14009932), AZ, CT, FL, GA, ID, IL, IN, KS, MN, MO, NC, OK, OR, TX, UT, and VA. No insurance business may be conducted outside the states referenced.

As a New York Life Agent, Isaiah Edison is licensed and authorized to offer insurance in Arkansas, but Edison Wealth Strategies may not be. For additional information on Arkansas licensure status, please click here.

Isaiah Edison is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company, 8905 S Yale Ave Ste 100, Tulsa, OK, 74137, 918-770-4886. In this regard, this communication is strictly intended for individuals residing in the states of AL, AR, AZ, CA, CO, CT, FL, GA, ID, KS, MA, MN, MO, ND, NY, OK, OR, TX, UT, and VA. No offers may be made or accepted from any resident outside the specific states referenced.

Isaiah Edison is also a Financial Adviser with Eagle Strategies LLC, a Registered Investment Adviser, and a wholly-owned subsidiary of New York Life Insurance Company, offering advisory services in the states of AL, AR, AZ, CA, CO, CT, FL, GA, ID, KS, MA, MN, MO, ND, NY, OK, OR, TX, UT, and VA. As such, these services are strictly intended for individuals residing in the states referenced.

Isaiah Edison is a Member Agent of The Nautilus Group®, a service of New York Life Insurance Company.

John Stagg II is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of AL, AZ, CA (CA Insurance License #4153134), FL, GA, IL, LA, MA, MO, NC, ND, OK, SC, TN, TX, VA, and WI. No insurance business may be conducted outside the states referenced.

As a New York Life Agent, John Stagg II is licensed and authorized to offer insurance in California, but Edison Wealth Strategies may not be. For additional information on California licensure status, please click here.

John Stagg II is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company, 8905 S Yale Ave Ste 100, Tulsa, OK, 74137, 918-671-9505. In this regard, this communication is strictly intended for individuals residing in the states of AL, AZ, CA, CO, DC, IL, LA, MA, NC, OH, OK, TN, and TX. No offers may be made or accepted from any resident outside the specific states referenced.

John Stagg II is also a Financial Adviser with Eagle Strategies LLC, a Registered Investment Adviser, and a wholly-owned subsidiary of New York Life Insurance Company, offering advisory services in the states of AL, AZ, CA, CO, DC, IL, LA, MA, NC, OH, OK, TN, and TX. As such, these services are strictly intended for individuals residing in the states referenced.

Edison Wealth Strategies is not owned or operated by NYLIFE Securities LLC or its affiliates.​

Neither Edison Wealth Strategies nor its associates are in the business of offering tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.​

For more information about NYLIFE Securities LLC and its investment professionals.

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  • About
    • Meet Our Team
    • Letter From Our Founder
    • Our Process
    • Our Strategic Alliances
    • Big Picture Plan Website
  • Expertise
    • Who We Serve
    • What We Do
  • Education
    • Newsletters
    • Videos
  • Contact Us
    • Schedule a Meeting
    • Location and Contact
    • Gain Insight
  • Client Login
    • My Big Picture Plan
    • My Account Details
    • My Donor Advised Fund

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