Meet the professionals who can help you
Pursue Your Goals
We help individuals and families pursue their ideal retirements.
Meet the Team
The team behind EGSI Financial is made up of qualified financial professionals who are passionate about helping individuals and families achieve their ideal retirements.
Edward G. Siddell, AIF®, CRPC®, CWS® CEO & Chief Investment Officer
Ed is the president and chief investment officer of EGSI Financial located in Dublin, Ohio. He is an Accredited Investment Fiduciary®, a Chartered Retirement Planning Counselor®, Certified Wealth Strategist®, and Investment Advisor Representative with a B.S.B.A. in business law. He is currently working on his Master of Science in financial planning, which includes his CFP. He has been acknowledged by a number of local and regional publications, as well as radio and TV stations, as one of the leading independent financial advisors in the area. He regularly speaks at Ohio State University and was selected for and awarded the 2014, 2015, and 2016 Five Star Wealth Management Award. He was featured in the November 2014, 2015, 2016, and 2017 issues of Columbus Monthly Magazine and is a contributor to Investopedia and Forbes.com.
In addition to operating one of the region’s leading financial advisory practices, Ed regularly conducts educational seminars for Ohio and the surrounding area on the importance of proactive planning and the potential challenges that may arise in retirement without sound strategies in place. Ed lives in Dublin, Ohio, with his wife and three sons and is a very active member of the community. He is a volunteer coach for several local youth sports teams, sits on the board of several nonprofits, is very active with the Boy Scouts of America, and, as an Eagle Scout, is a committee member of NESA (the National Eagle Scout Association).
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For more information about any of our products and services, schedule a meeting today or register to attend a seminar.