Use Your Money To Influence What You Care About

Want to reduce stress and simplify your money life? It's time you made your money a reflection of YOU.

Having an intentional alignment of your money with your family, community, and spiritual life is a financial dream worth striving for. If you are having trouble finding the right balance

Know you don't have to figure it out alone.


Making The World A Better Place 

For those of us that are socially conscious, determining the best way to use our money resources can be challenging. 

We want our money to support ethical and sustainable living, but practically it's difficult. Edify helps you learn how to make a bigger impact with your money.


Brandon Marcott CFP, founder of Edify Financial Planning, is providing fee only, truly holistic financial planning and investment management for his generation. Working with young individuals and families to help define their true values and passions in life allows Brandon to tailor specific financial advice to each of his clients. Based in Waukesha, Wisconsin, Brandon works as a financial planner with clients in Milwaukee WI & Lake Country as well. Additionally, by providing services virtually, he is able to work with twenty and thirty-somethings across the country. Brandon is excited to help his generation take steps to live meaningful, fulfilling lives, by edifying what is most important to them.