Edison Wealth Strategies
For more than 15 years, Edison Wealth Strategies has helped busy professionals, business owners, and families make financial decisions that shape their lives for the better. We believe financial planning doesn’t have to be complicated, and we work with you to give you straightforward advice that’s simple to follow so you can have confidence in your financial future. We’re here to streamline the planning process and provide hands-on guidance so you can focus on what really matters to you, like your family, clients, or personal passions. Our goal is for you to enjoy life and have peace of mind about the decisions you make, no matter how your life changes or what challenges you face along the way. We’re here to guide you through each phase of life by providing resources and information that help you optimize your wealth and protect your family and your career. We’ve dedicated time to serving clients in the best ways possible, and with our team’s extensive education and experience, we’re prepared to help you identify your next steps, no matter where you start from- Isaiah Edison is a Financial Advisor with Eagle Strategies LLC, a Registered Investment Advisor. Isaiah Edison is also licensed as an Agent with New York Life Insurance Company and a Registered Representative of and offer securities products & services through NYLIFE Securities LLC,(Member FINRA/SIPC), A Licensed Insurance Agency. Eagle Strategies LLC and NYLIFE Securities LLC are New York Life Companies. Isaiah Edison is not licensed in all jurisdictions. AR ins lic #14009932. Neither Edison Wealth Strategies nor New York Life Insurance Company, or its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions. Edison Wealth Strategies is not owned or operated by New York Life Insurance Company or its affiliates. 8905 S Yale Ave, Suite 100 Tulsa, OK 74137 (918)770-4886
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Decision-makers and verified team members
6 contacts with verified email or phone · masked until revealed.
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Patti Mauldin
Director of Client Service · Customer/Client Service
EmailPhone - KB
Kurt Boutin
Wealth Advisor · Finance & Accounting
EmailPhone - IC
Isaiah C. Edison
Registered Representative · Sales & Business Development
EmailPhone - ML
Matthew Leahey
Associate Financial Advisor · Finance & Accounting
EmailPhone - SL
Samuel Loescher
New Business Coordinator · General Business & Management
EmailPhone
Showing 5 of 6 verified contacts
Top roles at Edison Wealth Strategies
5 distinct titles indexed · top 5 shown.
- 2new business coordinator
- 1associate financial advisor
- 1director of client service
- 1registered representative
- 1wealth advisor
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