About
Sioux Falls Advisors (NewEdge Advisors) in Sioux Falls, South Dakota provides financial planning, investment management, and retirement planning services to individuals, business owners, entrepreneurs, and multi-generational families. The firm's team includes James (CRPS, Series 7/63/65/6/9/10), Megan (CFP, AWMA, Series 7/63/66), and Eric (Series 7/66), all of whom joined in 2025 and bring combined experience from UBS and other financial services firms. The practice emphasizes personalized wealth management strategies and retirement plan consulting, with particular focus on business owner and retirement planning needs.