Edward A. Ramsey, MBA, CPA, CFP®, AIF®
Co-Founder & Principal
CERTIFIED FINANCIAL PLANNER® practitioner and Certified Public Accountant (CPA). Ed is a Co-Founder and Principal of Avantis Private Wealth, an independent personal wealth management practice with offices in Tysons, Virginia, and Greenbelt, Maryland. Ed has more than 30 years of experience in the financial services industry and specializes in the areas of wealth management, comprehensive financial planning, and tax minimization strategic planning.
Ed began his financial industry career in 1991 as a financial advisor with the regional brokerage firm of Ferris Baker Watts in Washington, DC. In 1994, he joined Commonwealth Financial Network® as a fee-based Investment Adviser Representative. Ed’s clients range from middle-income families to high-net-worth individuals, including many physicians, dentists, and veterinarians.
Ed holds a BA in Accounting and an MBA from the University of Pittsburgh. In addition to holding the CFP® and CPA certifications, he holds life, health, and annuity insurance licenses.
A teacher at heart, Ed takes time to understand the financial and tax issues presented to him and educates his clients on his recommendations and alternative solutions. He enjoys teaching tax and financial planning topics and has held workshops and educational seminars for medical/dental professional groups and the general public.
Ed is married with two daughters and lives with his wife Lori in Great Falls, Virginia. He enjoys playing guitar, wine tasting, cooking, traveling, and spending time with his family.