About Us

Edward Fleming CPA®/PFS®, CFP®, CFA®, AIF®

Prior to founding Fleming Wealth Management, Ed was a Senior Manager in the Atlanta Personal Financial Services practice of a big four accounting firm. He was responsible for the delivery of financial planning services to a wide variety of high net worth and corporate executive clients. In addition, he was responsible for serving clients in the Investment Advisory Group.

Ed is a graduate of the University of Albany (BS Accounting / Business Administration) and Georgia State University (MBA® – Finance). In addition, he is licensed as a CPA® by the State of New York and is a Certified Financial Planner. He is a Chartered Financial Analyst. He is a member of the New York State Society of Certified Public Accountants; the American Institute of Certified Public Accountants, including the Institute’s Personal Financial Planning Division, and the Financial Planning Association. Ed was a member of his former firm’s Investment Advisory Board, a firm affiliate registered as an investment adviser with the Securities and Exchange Commission. This board determined the investment planning strategies and policies, and provided quality control for the firm’s Personal Financial Services practice. He has also served on the NYSSCPA®’s Financial Planning Committee. He has attended coursework regarding prudent investment practices at the Center for Fiduciary Studies at the University of Pittsburgh and is now an Accredited Investment Fiduciary.

Prior to joining the PFS® Practice he served as a senior associate in the Capital Markets Advisory Group and worked with many financial services clients such as JP Morgan, Fleet Bank, Salomon Smith Barney, Barclays, and Goldman Sachs. His specialty was broker-dealer regulatory diagnostic reviews. You may reach Edward at (770) 350 - 2607.

Financial Briefs

  • High Income Earners & Roth Conversion

    Roth IRAs are tax-free, making them popular, but a married couple is ineligible to contribute to a Roth if they earned more than $199,000 of modified adjusted gross income in 2018 ($135,000, if single). A "backdoor" around this limit enables

    Read more >>

  • Read More