Michael Edelman

Michael Edelman has been in the financial planning industry since 1987. During his career, he has worked with several small boutique financial planning companies, as well as, several large companies such as John Hancock and Fidelity Investments. For the last 20 years, Michael’s main focus has been on assisting individuals to achieve their financial goals with a specialty in retirement planning.

At Baron Silver Stevens Financial Advisors, Michael works closely with clients as well as other team members of the firm on a variety of wealth management issues, including investment management, tax planning, cash flow planning, risk management, and estate planning. As a Certified Financial Planner™, Michael uses his many years of experience to assist clients and other team members of the firm in the development and implementation of customized financial plans and investment portfolios.

Additionally, Michael is a member of the Baron Silver Stevens’ Investment Policy Committee and acts as the firm’s specialist regarding income tax planning and Qualified Plans.

Michael is a CERTIFIED FINANCIAL PLANNER (CFP®). He is an Investment Advisor Representative and retains the Series 7, 24, and 66 securities registrations. Michael graduated with a Bachelor of Science degree from the University of Arizona, and a Master of Science degree from the University of Southern California.

Michael is originally from Long Island, NY and has been in South Florida since 1991. Michael has two sons and enjoys traveling overseas, visiting national parks, and playing Pickle ball.