Strategic Stewardship

CONNECT

Address:

Strategic Stewardship
3380 Trickum Road
Building 1100
Woodstock, GA 30188
ph: 770.615.3800
fax: 770.615.3805
 
South Cherokee Office
3221 S. Cherokee Lane
Suite 1810
Woodstock, GA 30188
ph: 678.888.0419
fax: 678.888.0423

Phone:

Ed Fortier CFP®

Ed Fortier CFP®

Financial Planner

 

Ed's career mission is to enable all his clients to better understand the concept of stewardship, and achieve the best life possible with all they have been given to manage. He is a member of Kingdom Advisors, and has earned the Certified Financial Planner® designation.

For nearly 20 years, Ed has specialized in working with closely-held business owners, helping them prepare for the single most critical and important financial event of their lives - the transition out of their business. He has a wide range of experience which includes assisting start-up companies and second generation owners make the right business and personal financial decisions in advance of their inevitable business exit.

He has been privileged to discuss topics such as Business Continuity Planning, Protecting and Maximizing Business Value, Choosing Your Exit Strategy, and Personal Wealth and Estate Planning with groups including the Terry College Executive Roundtable, Convene, and Small Business Development Centers.

A great day for Ed would include watching the sunrise, enjoying some great worship music, eating some good southern food with sweet tea, fishing with his college-age son Andrew, watching a movie with his high-school daughter Alayna, and getting away on a romantic date with his wife, Sheila.

Phone 678.888.0419
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck