Financial Advisor Reviews

"Working with Ed Scheer at LPL Financial has been an incredibly positive experience for both me and my family. From the very beginning, Ed has been attentive, thoughtful, and genuinely invested in helping us make the best financial decisions for our future. What truly sets Ed apart is his ability to break down complex financial concepts into a way that is easy to understand and apply. His knowledge and expertise are evident, but it’s his patience and clarity that have made such a meaningful impact on us. He takes the time to ensure we not only receive guidance, but actually understand the reasoning behind it. Ed has also gone above and beyond by working with my children, helping set them up for financial success early on. He approaches these conversations in a way that is approachable and engaging, making it easier for them to grasp important financial principles. Overall, Ed is not only extremely knowledgeable, but also a pleasure to work with. He is responsive, trustworthy, and truly cares about the people he works with. I would highly recommend him to anyone looking for a financial advisor who combines expertise with a personal, thoughtful approach."

-D.C.

"I’ve had the pleasure to work with Ed for many years. He took over my account toward the end of my career and the last five years in retirement. While no journey is without its ups and downs, because of his wise guidance the bumpy times quickly rebounded. When reviewing my portfolio, he is never in a hurry to get through it. I recently spoke to him for an hour and fifteen minutes. Any questions you have, he will spend time discussing. If you are just starting or looking for someone new, I couldn’t recommend anyone better! I only knew Ed through this investment, but I can honestly say he’s become a great friend, and that’s how he treats people!"

-J.S.

"I feel I am in good hands with Ed. He explains things so clearly, and for the first time in a long time I feel like I know something about investing! I can talk to him about things at any time and that’s important to me."

-D.R.

"Ed takes the time to answer my questions and help me understand the complexities of managing my portfolio. His professional expertise has guided me in making financial choices that are always in my best interest. How fortunate I am to have connected with Ed. I highly recommend him and his team at LPL Financial."

-C.K.W.

"Ed was extremely helpful in discussing various financial planning options for my children’s futures. He clearly explained different tools available, weighing the benefits and risks of each strategy. Ed answered all of my questions and I feel very comfortable with his guidance. Thank you for your help, Ed!"

-J. S.

"Ed Scheer is a great advisor and teacher. Before he started helping us, our finances were a mess. He walked with us and helped us organize everything and now, we have a clear path to move forward. He is now advising the second generation of my family."

-S. H.

"Over the past few years, my husband and I have had the opportunity to work with Edward, and it’s been an incredibly positive experience. Edward stands out not merely as a financial advisor but as a trusted confidant in our financial journey. His advice strikes the perfect balance between intelligence and pragmatism, guiding us through the complex task of enjoying the present while securing our future goals. Beyond the numbers, Edward has enriched our financial literacy, enabling us to make more informed decisions about our finances...if you’re seeking a financial advisor who offers both insightful guidance and a thoughtful approach, Edward is an exceptional choice. "

-V. S. M.

"I began working with Ed a few years ago, and I wish I had started long before that. Aside from being skilled and knowledgeable, he is also a kind, patient person who always makes me feel heard whenever I have questions about my investments. He and his team are an absolute delight."

-J.B.

"My husband and I have been working with Ed for many years and have benefited from his financial guidance but also his warmth and friendship!! We are in very good hands financially with Ed and the TriWealth Partners Team, thank you!!"

-V. B.

"Ed’s thoughtful, deliberate approach to long term investing gives me an invaluable dividend: peach of mind. He separates signal-from-noise, helping me make informed financial decisions and avoid reactionary hype."

-G. M.

"When our financial advisor retired, we were referred to TriWealth & Ed Scheer. He has been absolutely fantastic to work with. Ed explains everything in great detail, without sounding condescending or insulting. He has unlimited patience & will explain things until we understand. Our financial acumen is limited & Ed always takes the time to make sure we understand what the plan is & why. We are grateful to have him in our corner. When we have been to the office or on the phone, everyone at TriWealth has been helpful, friendly, & courteous."

-C.G. and M.G.