Jason Edgerton

CFP®

Certified Financial Strategies

Financial Advisor

Jason Edgerton

CFP®

Certified Financial Strategies

Financial Advisor

As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Jason Edgerton, CFP®

972-702-8121

Fee-Only financial planner located in Dallas, TX serving clients locally and across the country

Jason Edgerton is a Dallas, TX fee-only financial planner. Certified Financial Strategies provides comprehensive and objective financial planning to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Jason Edgerton is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.

Jason graduated from Austin College (Sherman, TX) in 2000 with a degree in business, currently lives in East Dallas and enjoys spending time with his wife Brennan, who is a teacher in Richardson ISD, daughter Vivienne and son Nash.  Outside work, Jason spends a considerable amount of time volunteering, specifically with the Exchange Club of Lake Highlands.  As time permits, he enjoys playing golf as well as skiing in the winter months.  The occasional hour or so a day to sit on the couch and watch sports is a bonus as well.

Jason Edgerton is a Member of the National Association of Personal Financial Advisors

The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.

NAPFA members live by three important values:

  • To be the beacon for independent, objective financial advice for individuals and families.
  • To be the champion of financial services delivered in the public interest.
  • To be the standard bearer for the emerging profession of financial planning.

Founded in 1990, Certified Financial Strategies' is an independent registered investment advisor based in Dallas, with an office in Santa Fe, New Mexico.  Our mission is to help our clients achieve their financial goals through comprehensive financial planning, which is the foundation for securing financial independence.  

Certified Financial Strategies is a fee only financial planning firm.  As such, we act in our clients’ best interest in a fiduciary capacity.  We never receive commissions for products sold.

Our approach to financial planning and investment management is from a taxpayer advocate position - we help clients lower their tax burden.  We do have a Certified Public Accountant and Tax Preparer on staff.  In addition, our team has many years of successful investment management experience under a variety of market and economic conditions.

At Certified Financial Strategies, we embrace our clients and their unique situations.  We encourage you to reach out for a free initial consultation to discuss how our unbiased recommendations are truly in the best interest of our clients.

Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.

Specialties

  • Comprehensive Financial Planning
  • Retirement Income Planning
  • 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

  • National Association of Personal Financial Advisors (NAPFA)
    Jason Edgerton is a NAPFA-Registered Financial Advisor

    The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.

  • Certified Financial Planner (CFP)
    Jason Edgerton is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification

    CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.

Contact Jason Edgerton

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Office Locations:

  • 12700 HILLCREST RD
    STE 210
    DALLAS, TX 75230-2094
  • 40 Calle Encanto
    Tesuque, NM 87574

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