Edward Stiles is the founder of Retirement Capital Advisors, which has been serving the needs of the retirement community since 1998. It provides financial and investment advice for the retirement market and works with retirees, near-retirees, and those planning a path toward retirement. The firm's focus is to manage its clients' assets under a lifecycle, total-needs basis, from preretirement financial and investment planning through estate planning. The linchpin of this is the up-front financial and data review to determine risks and uncover each client's individual needs. This plan, which serves as the client’s long-term roadmap, is reviewed and adjusted on an ongoing basis.
Mr. Stiles educational background includes a bachelor's degree in economics from Drexel University and a master's degree in finance from Widener University. He has served on the finance committee of Friends Association for the Care and Protection of Children, a nonprofit program in Pennsylvania whose mission is to combat family homelessness in the Chester County area. Mr. Stiles is involved with the Commonwealth Cares foundation (a registered nonprofit organization) and is both a financial and a time and labor contributor to the various initiatives to “make a difference”.
Mr. Stiles is married with two children and three stepchildren, ages 27 to 22, and resides in Indian Rocks Beach, Florida. His interests include cooking, sports (TB Rays, TB Buccaneers, Vegas Golden Knights), reading (big Stephen King fan), and travel. He is a workout junkie and can often be found at the gym with his wife, Tammy, looking for new workout routines.
Mr. Stiles's investment philosophy is one of prudent growth. Basically, not taking on more or excessive risk to meet one’s individual goals, and maintaining a balanced and well-diversified approach. His emphasis on goal setting, educating his clients, and providing unparalleled customer service are what sets his practice apart.