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Advisors / Ohio / Dublin
12yrs

Edward Wright

Financial advisor at Golden Reserve Retirement

Based in Dublin, Ohio, Edward Wright is a fiduciary financial advisor with 12 years of industry experience. Edward joined Golden Reserve Retirement in 2023, after eight years at Dean Investments and eight years at Dean Financial Services. Edward holds the CFP® designation.

One of 525 advisors with offices in Dublin, and one of 396 fiduciaries.

Dublin, OH 43017CFP®Top 21% by experience at Golden Reserve RetirementFiduciary advisor
Call the officeDirections

At a glance

Experience12 years (since 2015)
How that compares ?Top 21% by experience at Golden Reserve Retirement
Office270 Bradenton Avenue, Dublin, OH 43017
How the firm is paid ?Flat fee
Typical client at the firm ?$271,059
Advisors at the firm28
States licensed ?1 state

Services through Golden Reserve Retirement

Financial planningInvestment management for individuals and small businessesChoosing other investment managersNewsletters and publicationsEducational seminars and workshops

Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.

Designations

CFP®

Licenses

Exams passed, from the official record. Tap a license to see what it allows.

Series 65Uniform Investment Adviser Law Examination

Career

  1. 2023 – now
  2. 2015 – 2023
  3. 2015 – 2023

Questions to ask Edward

Tailored to Edward’s registration and firm.

  1. What does a financial plan with you include, and how often is it updated?
  2. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  3. Where would my money be held, and will I get statements directly from that firm?
  4. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

Sign in to keep private notes, score your first meeting, and track this advisor alongside others.

About Edward

How do I contact Edward?

Call Edward’s local office at (614) 254-6561 or the Golden Reserve Retirement main office at (855) 456-4777, and ask for Edward Wright.

How long has Edward been a financial advisor?

Edward has been in the industry since 2015, about 12 years. Top 21% by experience at Golden Reserve Retirement.

What licenses does Edward hold?

Series 65. Tap any license on this page to see what it allows.

Is Edward a fiduciary?

Edward is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.

How is Edward paid?

Golden Reserve Retirement reports being paid by flat or fixed fees. Ask Edward for your total yearly cost in dollars.

Official record as of October 3, 2026.

This profile is for information only and is not financial advice or a recommendation.

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