Dennis Sabo
CFA
Edge Capital Partners
Partner - Strategy
Dennis Sabo
CFA
Edge Capital Partners
Partner - Strategy
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Dennis Sabo, CFA
Fee-Only financial planner located in Atlanta, GA, serving clients locally and across the country
Dennis Sabo is an Atlanta, GA fee-only financial advisor serving clients locally and across the country. Edge Capital Partners provides comprehensive financial planning to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Dennis Sabo is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
As a Partner and Senior Executive, Dennis Sabo is responsible for providing investment advice across a wide range of asset classes and topics, with a specific expertise in income-producing strategies. In addition, he serves as Lead Portfolio Manager of the Blue Current dividend strategies, which generate rising income streams across all market environments throughout the business cycle.
Prior to joining EDGE Capital, he spent several years as a sell-side equity analyst with firms such as SunTrust Robinson Humphrey (now Truist) and Credit Suisse covering a variety of media and telecommunication companies. Following his time in the sell-side trenches, he joined an emerging hedge fund in 2007 for a brief stint as a buy-side analyst before joining Edge Capital in 2010. Prior to his investment career, he spent five years as a telecommunications engineer and project manager for two large publicly listed companies.
Born in New Jersey, he has resided in the Southeast for most of his life and has lived in the Atlanta community for more than 20 years. In 1996, he graduated from the University of Miami with a Bachelor of Science in electrical engineering, and in 2002 he graduated from the University of Georgia with a Master of Business Administration. With three young children, he has little time for hobbies, but he is a member of the CFA Society Atlanta, enjoys Atlanta sports, and is an avid classic car enthusiast.
By leveraging his capital markets background, he enjoys working through complex situations with investors and building long-term relationships.
At Edge Capital Group, we understand that significant wealth presents uniquely complex situations, ones that modeling and off-the-shelf solutions ignore. That is why we founded Edge—an independent financial advisory firm devoted exclusively to serving individuals, families, and institutions with substantial wealth via customized and sophisticated financial solutions. Whether the need is to strategically expand cash flow, adjust portfolios for transitory life stages, or preserve and facilitate multigenerational wealth, Edge tailors each financial solution to each client’s unique circumstances from the ground up. We work in concert with clients to RealizeMORE™ in even the most complicated financial circumstances.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Income-producing Strategies
- Investment Management
- College Education Planning
- Tax Planning
Ideal Clients
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
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Dennis Sabo is a holder of the right to use the Chartered Financial Analyst® designation
The CFA Program is the most respected and recognized investment management designation in the world with less than 200,000 charterholders globally.
This advisor has earned the Chartered Financial Analyst® designation (CFA® charter) by passing all three of the CFA exams and gaining relevant industry experience, demonstrating their mastery of the investment analysis and decision-making skills most needed in the global investment management profession.
Contact Dennis Sabo
Office Locations:
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3333 Riverwood Parkway
Atlanta, GA 30339
