Building Wealth,
Securing Futures
Across America

Yes. Every Smart Invest Edge advisor operates under a fiduciary standard—meaning we are legally and ethically bound to act in your best interest at all times, with full transparency on fees and conflicts.

We offer six core service lines: Personal Loans, Credit Loans, Mortgage Loans, Wealth & Investment Planning, Tax Advisory, and Insurance Services—each fully integrated into a single, coordinated financial plan.

There is no minimum to begin a conversation. Our Starter plan is $49/month, while investment management typically begins at $25,000 in investable assets. Private Client engagements are custom-quoted.

Personal and credit loan pre-approvals are typically delivered within 24–48 hours. Mortgage pre-approvals take 2–4 business days. Final funding timelines depend on documentation speed.

Yes. We do not custody your assets directly. Investments are held at regulated broker-dealers and custodians with SIPC coverage up to $500K. We only have advisory access—never direct withdrawal rights.

Not at all. We serve clients across the wealth spectrum—from early-career professionals building their first emergency fund, to retirees managing multi-generational wealth. Our plans scale with your goals.

We are licensed to serve clients across all 50 U.S. states. Our headquarters are in Browns Valley, Minnesota, but our advisors work remotely with clients nationwide.

We use transparent, flat-fee or asset-under-management pricing—never commissions on product sales. Loan origination fees, where applicable, are disclosed upfront in writing before you commit.

Absolutely. Retirement planning is a core competency—covering 401(k) rollovers, Roth conversions, Social Security optimization, Medicare bridging, and sustainable withdrawal strategy.

Simply complete the booking form above, or call us directly at (605) 694-2705. A senior advisor will schedule a free 30-minute discovery call at your convenience.